Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.12M | Sell |
|
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|
2024
Q2 | $1.02M | Sell |
|
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|
2024
Q1 | $916K | Sell |
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|
2023
Q4 | $1M | Buy |
|
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|
2023
Q3 | $827K | Sell |
|
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|
2023
Q2 | $897K | Sell |
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|
2023
Q1 | $961K | Buy |
|
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|
2022
Q4 | $433K | Sell |
|
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $686K | Sell |
|
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|
2022
Q1 | $1.43M | Sell |
|
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|
2021
Q4 | $3.18M | Sell |
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|
2021
Q3 | $2.45M | Sell |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $957K | Buy |
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|
2020
Q2 | $435K | Buy |
|