Liberty 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
Q1 | – | Sell |
-2,507
| Closed | -$295K | – | 202 |
|
|
2024
Q4 | $295K | Buy |
2,507
+430
| +21% | +$50.5K | 0.05% | 162 |
|
|
2024
Q3 | $228K | Buy |
+2,077
| New | +$228K | 0.04% | 192 |
|
|
2021
Q4 | – | Sell |
-1,315
| Closed | -$97K | – | 1025 |
|
|
2021
Q3 | $97K | Buy |
1,315
+295
| +29% | +$21.8K | 0.03% | 297 |
|
|
2021
Q2 | $79K | Buy |
1,020
+40
| +4% | +$3.1K | 0.03% | 245 |
|
|
2021
Q1 | $77K | Hold |
980
| – | – | 0.04% | 216 |
|
|
2020
Q4 | $77K | Sell |
980
-30
| -3% | -$2.36K | 0.04% | 214 |
|
|
2020
Q3 | $52K | Buy |
1,010
+80
| +9% | +$4.12K | 0.03% | 230 |
|
|
2020
Q2 | $38K | Hold |
930
| – | – | 0.03% | 262 |
|
|
2020
Q1 | $18K | Hold |
930
| – | – | 0.02% | 377 |
|
|
2019
Q4 | $24K | Hold |
930
| – | – | 0.02% | 389 |
|
|
2019
Q3 | $17K | Hold |
930
| – | – | 0.02% | 422 |
|
|
2019
Q2 | $21K | Hold |
930
| – | – | 0.02% | 402 |
|
|
2019
Q1 | $18K | Hold |
930
| – | – | 0.01% | 360 |
|
|
2018
Q4 | $10K | Buy |
+930
| New | +$10K | 0.01% | 433 |
|