KCM Investment Advisors’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 | – | Sell |
-1,931
| Closed | -$227K | – | 380 |
|
|
2024
Q4 | $227K | Sell |
1,931
-200
| -9% | -$23.5K | 0.01% | 341 |
|
|
2024
Q3 | $234K | Sell |
2,131
-79
| -4% | -$8.66K | 0.01% | 353 |
|
|
2024
Q2 | $216K | Buy |
+2,210
| New | +$216K | 0.01% | 354 |
|
|
2022
Q3 | – | Sell |
-6,535
| Closed | -$274K | – | 398 |
|
|
2022
Q2 | $274K | Sell |
6,535
-170
| -3% | -$7.13K | 0.01% | 345 |
|
|
2022
Q1 | $464K | Hold |
6,705
| – | – | 0.02% | 296 |
|
|
2021
Q4 | $614K | Hold |
6,705
| – | – | 0.02% | 264 |
|
|
2021
Q3 | $471K | Buy |
6,705
+1,795
| +37% | +$126K | 0.02% | 279 |
|
|
2021
Q2 | $380K | Buy |
4,910
+620
| +14% | +$48K | 0.02% | 301 |
|
|
2021
Q1 | $280K | Buy |
4,290
+810
| +23% | +$52.9K | 0.01% | 318 |
|
|
2020
Q4 | $279K | Buy |
+3,480
| New | +$279K | 0.01% | 298 |
|