Integrated Wealth Concepts’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
2025
Q1
$769K Sell
2024
Q4
$2.19M Sell
2024
Q3
$2.09M Buy
2024
Q2
$1.65M Buy
2024
Q1
$1.38M Sell
2023
Q4
$1.14M Buy
2023
Q3
$1.11M Sell
2023
Q2
$1.11M Buy
2023
Q1
$842K Buy
2022
Q4
$587K Buy
2022
Q3
$673K Buy
2022
Q2
$450K Sell
2022
Q1
$758K Sell
2021
Q4
$1.08M Buy
2021
Q3
$788K Buy