L.M. Kohn & Company’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 |
-2,722
| Closed | -$320K | – | 287 |
|
|
2024
Q4 | $320K | Sell |
2,722
-1,469
| -35% | -$173K | 0.08% | 177 |
|
|
2024
Q3 | $460K | Buy |
4,191
+1,231
| +42% | +$135K | 0.12% | 158 |
|
|
2024
Q2 | $289K | Buy |
2,960
+13
| +0.4% | +$1.27K | 0.08% | 208 |
|
|
2024
Q1 | $258K | Buy |
2,947
+117
| +4% | +$10.2K | 0.07% | 216 |
|
|
2023
Q4 | $204K | Hold |
2,830
| – | – | 0.07% | 223 |
|
|
2023
Q3 | $221K | Hold |
2,830
| – | – | 0.08% | 203 |
|
|
2023
Q2 | $219K | Buy |
+2,830
| New | +$219K | 0.08% | 208 |
|
|
2022
Q4 | – | Sell |
-4,239
| Closed | -$254K | – | 228 |
|
|
2022
Q3 | $254K | Sell |
4,239
-1,500
| -26% | -$89.9K | 0.12% | 164 |
|
|
2022
Q2 | $241K | Sell |
5,739
-1,510
| -21% | -$63.4K | 0.11% | 191 |
|
|
2022
Q1 | $502K | Buy |
+7,249
| New | +$502K | 0.19% | 132 |
|