Integrated Wealth Concepts’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
21,520
+7,459
| +53% | +$537K | 0.02% | 723 |
|
|
2025
Q1 | $769K | Sell |
14,061
-4,549
| -24% | -$249K | 0.01% | 946 |
|
|
2024
Q4 | $2.19M | Sell |
18,610
-436
| -2% | -$51.2K | 0.03% | 524 |
|
|
2024
Q3 | $2.09M | Buy |
19,046
+2,197
| +13% | +$241K | 0.03% | 536 |
|
|
2024
Q2 | $1.65M | Buy |
16,849
+1,067
| +7% | +$104K | 0.02% | 580 |
|
|
2024
Q1 | $1.38M | Sell |
15,782
-111
| -0.7% | -$9.7K | 0.02% | 634 |
|
|
2023
Q4 | $1.14M | Buy |
15,893
+1,741
| +12% | +$125K | 0.02% | 674 |
|
|
2023
Q3 | $1.11M | Sell |
14,152
-278
| -2% | -$21.7K | 0.02% | 651 |
|
|
2023
Q2 | $1.11M | Buy |
14,430
+603
| +4% | +$46.6K | 0.02% | 638 |
|
|
2023
Q1 | $842K | Buy |
13,827
+732
| +6% | +$44.6K | 0.02% | 681 |
|
|
2022
Q4 | $587K | Buy |
13,095
+1,838
| +16% | +$82.4K | 0.02% | 607 |
|
|
2022
Q3 | $673K | Buy |
11,257
+517
| +5% | +$30.9K | 0.02% | 517 |
|
|
2022
Q2 | $450K | Sell |
10,740
-205
| -2% | -$8.59K | 0.01% | 635 |
|
|
2022
Q1 | $758K | Sell |
10,945
-798
| -7% | -$55.3K | 0.02% | 468 |
|
|
2021
Q4 | $1.08M | Buy |
11,743
+539
| +5% | +$49.4K | 0.03% | 397 |
|
|
2021
Q3 | $788K | Buy |
+11,204
| New | +$788K | 0.03% | 462 |
|