Kingsview Wealth Management’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 | $860K | Buy |
11,953
+1,990
| +20% | +$143K | 0.01% | 627 |
|
|
2025
Q1 | $545K | Buy |
9,963
+525
| +6% | +$28.7K | 0.01% | 700 |
|
|
2024
Q4 | $1.11M | Sell |
9,438
-792
| -8% | -$93.1K | 0.02% | 520 |
|
|
2024
Q3 | $1.12M | Sell |
10,230
-170
| -2% | -$18.6K | 0.02% | 504 |
|
|
2024
Q2 | $1.02M | Sell |
10,400
-80
| -0.8% | -$7.81K | 0.02% | 503 |
|
|
2024
Q1 | $916K | Sell |
10,480
-3,469
| -25% | -$303K | 0.02% | 520 |
|
|
2023
Q4 | $1M | Buy |
13,949
+3,367
| +32% | +$242K | 0.03% | 471 |
|
|
2023
Q3 | $827K | Sell |
10,582
-1,030
| -9% | -$80.5K | 0.03% | 488 |
|
|
2023
Q2 | $897K | Sell |
11,612
-4,159
| -26% | -$321K | 0.04% | 439 |
|
|
2023
Q1 | $961K | Buy |
15,771
+6,107
| +63% | +$372K | 0.04% | 417 |
|
|
2022
Q4 | $433K | Sell |
9,664
-248
| -3% | -$11.1K | 0.02% | 550 |
|
|
2022
Q3 | $592K | Sell |
9,912
-6,476
| -40% | -$387K | 0.03% | 460 |
|
|
2022
Q2 | $686K | Sell |
16,388
-4,239
| -21% | -$177K | 0.03% | 463 |
|
|
2022
Q1 | $1.43M | Sell |
20,627
-14,078
| -41% | -$975K | 0.06% | 304 |
|
|
2021
Q4 | $3.18M | Sell |
34,705
-85
| -0.2% | -$7.79K | 0.13% | 166 |
|
|
2021
Q3 | $2.45M | Sell |
34,790
-9,639
| -22% | -$678K | 0.12% | 192 |
|
|
2021
Q2 | $3.41M | Buy |
44,429
+10,709
| +32% | +$821K | 0.17% | 137 |
|
|
2021
Q1 | $2.22M | Buy |
33,720
+11,140
| +49% | +$734K | 0.13% | 173 |
|
|
2020
Q4 | $1.81M | Buy |
22,580
+4,130
| +22% | +$331K | 0.13% | 172 |
|
|
2020
Q3 | $957K | Buy |
18,450
+7,760
| +73% | +$403K | 0.09% | 234 |
|
|
2020
Q2 | $435K | Buy |
+10,690
| New | +$435K | 0.04% | 354 |
|