HM Payson & Co’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $540K | Hold |
9,875
| – | – | 0.01% | 275 |
|
2024
Q4 | $1.16M | Hold |
9,875
| – | – | 0.02% | 199 |
|
2024
Q3 | $1.08M | Buy |
9,875
+102
| +1% | +$11.2K | 0.02% | 210 |
|
2024
Q2 | $955K | Buy |
9,773
+9
| +0.1% | +$879 | 0.02% | 212 |
|
2024
Q1 | $854K | Sell |
9,764
-300
| -3% | -$26.2K | 0.02% | 222 |
|
2023
Q4 | $724K | Hold |
10,064
| – | – | 0.02% | 237 |
|
2023
Q3 | $787K | Hold |
10,064
| – | – | 0.02% | 221 |
|
2023
Q2 | $777K | Hold |
10,064
| – | – | 0.02% | 220 |
|
2023
Q1 | $613K | Hold |
10,064
| – | – | 0.01% | 232 |
|
2022
Q4 | $451K | Hold |
10,064
| – | – | 0.01% | 258 |
|
2022
Q3 | $601K | Hold |
10,064
| – | – | 0.02% | 228 |
|
2022
Q2 | $422K | Hold |
10,064
| – | – | 0.01% | 264 |
|
2022
Q1 | $697K | Sell |
10,064
-40
| -0.4% | -$2.77K | 0.02% | 238 |
|
2021
Q4 | $926K | Buy |
10,104
+120
| +1% | +$11K | 0.02% | 221 |
|
2021
Q3 | $702K | Sell |
9,984
-188
| -2% | -$13.2K | 0.02% | 235 |
|
2021
Q2 | $787K | Buy |
10,172
+562
| +6% | +$43.5K | 0.02% | 226 |
|
2021
Q1 | $626K | Sell |
9,610
-1,000
| -9% | -$65.1K | 0.02% | 250 |
|
2020
Q4 | $850K | Hold |
10,610
| – | – | 0.02% | 220 |
|
2020
Q3 | $550K | Buy |
10,610
+40
| +0.4% | +$2.07K | 0.02% | 240 |
|
2020
Q2 | $430K | Buy |
10,570
+70
| +0.7% | +$2.85K | 0.01% | 248 |
|
2020
Q1 | $203K | Hold |
10,500
| – | – | 0.01% | 315 |
|
2019
Q4 | $273K | Hold |
10,500
| – | – | 0.01% | 342 |
|
2019
Q3 | $197K | Buy |
10,500
+2,150
| +26% | +$40.3K | 0.01% | 385 |
|
2019
Q2 | $190K | Buy |
+8,350
| New | +$190K | 0.01% | 404 |
|