ISWM
Independent Solutions Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
69,160
+2,698
| +4% | +$194K | 0.97% | 29 |
|
|
2025
Q1 | $3.64M | Sell |
66,462
-138
| -0.2% | -$7.55K | 0.81% | 36 |
|
|
2024
Q4 | $7.83M | Buy |
66,600
+2,242
| +3% | +$264K | 1.71% | 15 |
|
|
2024
Q3 | $7.06M | Buy |
64,358
+11,181
| +21% | +$1.23M | 1.6% | 17 |
|
|
2024
Q2 | $5.19M | Buy |
53,177
+207
| +0.4% | +$20.2K | 1.19% | 19 |
|
|
2024
Q1 | $4.63M | Sell |
52,970
-2,466
| -4% | -$216K | 1.1% | 22 |
|
|
2023
Q4 | $3.99M | Sell |
55,436
-1,529
| -3% | -$110K | 1.02% | 24 |
|
|
2023
Q3 | $4.45M | Buy |
56,965
+172
| +0.3% | +$13.4K | 1.16% | 21 |
|
|
2023
Q2 | $4.39M | Buy |
56,793
+267
| +0.5% | +$20.6K | 1.1% | 20 |
|
|
2023
Q1 | $3.44M | Buy |
56,526
+713
| +1% | +$43.4K | 1.01% | 22 |
|
|
2022
Q4 | $2.5M | Sell |
55,813
-735
| -1% | -$33K | 0.76% | 36 |
|
|
2022
Q3 | $3.38M | Buy |
56,548
+17,081
| +43% | +$1.02M | 1.11% | 19 |
|
|
2022
Q2 | $1.65M | Sell |
39,467
-21,245
| -35% | -$890K | 0.52% | 53 |
|
|
2022
Q1 | $4.2M | Sell |
60,712
-5,162
| -8% | -$357K | 0.99% | 21 |
|
|
2021
Q4 | $6.04M | Sell |
65,874
-717
| -1% | -$65.7K | 1.42% | 15 |
|
|
2021
Q3 | $4.68M | Sell |
66,591
-239
| -0.4% | -$16.8K | 1.16% | 19 |
|
|
2021
Q2 | $5.17M | Buy |
66,830
+60,157
| +901% | +$4.65M | 1.25% | 18 |
|
|
2021
Q1 | $4.35M | Buy |
6,673
+148
| +2% | +$96.4K | 1.19% | 17 |
|
|
2020
Q4 | $5.23M | Buy |
6,525
+133
| +2% | +$107K | 1.63% | 15 |
|
|
2020
Q3 | $3.32M | Sell |
6,392
-170
| -3% | -$88.2K | 1.27% | 20 |
|
|
2020
Q2 | $2.67M | Buy |
6,562
+399
| +6% | +$162K | 1.14% | 23 |
|
|
2020
Q1 | $1.19M | Buy |
6,163
+611
| +11% | +$118K | 0.66% | 34 |
|
|
2019
Q4 | $1.44M | Buy |
+5,552
| New | +$1.44M | 0.64% | 33 |
|