Lyell 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 | $6.63M | Sell |
92,072
-6,267
| -6% | -$451K | 0.52% | 64 |
|
|
2025
Q1 | $5.38M | Hold |
98,339
| – | – | 0.5% | 64 |
|
|
2024
Q4 | $11.6M | Buy |
98,339
+19,204
| +24% | +$2.26M | 1.04% | 32 |
|
|
2024
Q3 | $8.68M | Sell |
79,135
-10,000
| -11% | -$1.1M | 0.79% | 43 |
|
|
2024
Q2 | $8.71M | Sell |
89,135
-10,555
| -11% | -$1.03M | 0.83% | 41 |
|
|
2024
Q1 | $8.71M | Hold |
99,690
| – | – | 0.89% | 38 |
|
|
2023
Q4 | $7.17M | Buy |
99,690
+31,700
| +47% | +$2.28M | 0.82% | 44 |
|
|
2023
Q3 | $5.31M | Hold |
67,990
| – | – | 0.71% | 52 |
|
|
2023
Q2 | $5.25M | Hold |
67,990
| – | – | 0.67% | 55 |
|
|
2023
Q1 | $4.14M | Hold |
67,990
| – | – | 0.58% | 61 |
|
|
2022
Q4 | $3.05M | Hold |
67,990
| – | – | 0.48% | 72 |
|
|
2022
Q3 | $4.06M | Sell |
67,990
-180
| -0.3% | -$10.8K | 0.69% | 56 |
|
|
2022
Q2 | $2.86M | Buy |
68,170
+180
| +0.3% | +$7.54K | 0.47% | 74 |
|
|
2022
Q1 | $4.71M | Hold |
67,990
| – | – | 0.61% | 61 |
|
|
2021
Q4 | $6.23M | Hold |
67,990
| – | – | 0.71% | 52 |
|
|
2021
Q3 | $4.78M | Buy |
67,990
+26,750
| +65% | +$1.88M | 0.58% | 64 |
|
|
2021
Q2 | $3.19M | Buy |
+41,240
| New | +$3.19M | 0.39% | 75 |
|