Institute for Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-8,840
| Closed | -$336K | – | 576 |
|
|
2025
Q4 | $336K | Sell |
8,840
-8,725
| -50% | -$387K | 0.04% | 406 |
|
|
2025
Q3 | $861K | Buy |
17,565
+435
| +3% | +$27.6K | 0.09% | 223 |
|
|
2025
Q2 | $1.23M | Hold |
17,130
| – | – | 0.14% | 159 |
|
|
2025
Q1 | $937K | Buy |
17,130
+5,007
| +41% | +$453K | 0.12% | 192 |
|
|
2024
Q4 | $1.42M | Sell |
12,123
-73
| -0.6% | -$9.03K | 0.18% | 115 |
|
|
2024
Q3 | $1.34M | Sell |
12,196
-119
| -1% | -$11.9K | 0.17% | 134 |
|
|
2024
Q2 | $1.2M | Sell |
12,315
-130
| -1% | -$11.7K | 0.16% | 138 |
|
|
2024
Q1 | $1.09M | Buy |
12,445
+2,281
| +22% | +$173K | 0.14% | 155 |
|
|
2023
Q4 | $731K | Sell |
10,164
-32
| -0.3% | -$2.35K | 0.12% | 204 |
|
|
2023
Q3 | $797K | Sell |
10,196
-30
| -0.3% | -$2.43K | 0.15% | 173 |
|
|
2023
Q2 | $790K | Sell |
10,226
-388
| -4% | -$26.3K | 0.14% | 185 |
|
|
2023
Q1 | $646K | Sell |
10,614
-732
| -6% | -$39K | 0.13% | 211 |
|
|
2022
Q4 | $509K | Sell |
11,346
-4,190
| -27% | -$212K | 0.11% | 258 |
|
|
2022
Q3 | $928K | Buy |
15,536
+1,526
| +11% | +$86.8K | 0.21% | 127 |
|
|
2022
Q2 | $587K | Buy |
14,010
+550
| +4% | +$30.1K | 0.12% | 234 |
|
|
2022
Q1 | $932K | Sell |
13,460
-487
| -3% | -$35.2K | 0.15% | 172 |
|
|
2021
Q4 | $1.28M | Sell |
13,947
-129
| -0.9% | -$11.3K | 0.21% | 123 |
|
|
2021
Q3 | $990K | Buy |
14,076
+196
| +1% | +$15.2K | 0.17% | 150 |
|
|
2021
Q2 | $1.07M | Buy |
13,880
+1,750
| +14% | +$112K | 0.19% | 142 |
|
|
2021
Q1 | $790K | Buy |
12,130
+230
| +2% | +$17.8K | 0.15% | 181 |
|
|
2020
Q4 | $953K | Sell |
11,900
-50
| -0.4% | -$3.78K | 0.19% | 135 |
|
|
2020
Q3 | $620K | Sell |
11,950
-800
| -6% | -$36.5K | 0.14% | 192 |
|
|
2020
Q2 | $518K | Hold |
12,750
| – | – | 0.13% | 221 |
|
|
2020
Q1 | $246K | Sell |
12,750
-1,350
| -10% | -$34.9K | 0.08% | 321 |
|
|
2019
Q4 | $366K | Sell |
14,100
-3,010
| -18% | -$67.7K | 0.08% | 307 |
|
|
2019
Q3 | $321K | Sell |
17,110
-90
| -0.5% | -$2.14K | 0.08% | 312 |
|
|
2019
Q2 | $392K | Buy |
17,200
+4,440
| +35% | +$95.4K | 0.09% | 296 |
|
|
2019
Q1 | $253K | Buy |
+12,760
| New | +$209K | 0.06% | 367 |
|
Other funds holding TTD
VCM
VPM
