Lyell 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
2026 Q1	$908K	Hold	40,000	–	–	0.07%	122
2025 Q4	$1.52M	Sell	40,000 -37,522	-48%	-$1.66M	0.11%	97
2025 Q3	$3.8M	Sell	77,522 -14,550	-16%	-$923K	0.28%	75
2025 Q2	$6.63M	Sell	92,072 -6,267	-6%	-$400K	0.52%	64
2025 Q1	$5.38M	Hold	98,339	–	–	0.5%	64
2024 Q4	$11.6M	Buy	98,339 +19,204	+24%	+$2.38M	1.04%	32
2024 Q3	$8.68M	Sell	79,135 -10,000	-11%	-$998K	0.79%	43
2024 Q2	$8.71M	Sell	89,135 -10,555	-11%	-$952K	0.83%	41
2024 Q1	$8.71M	Hold	99,690	–	–	0.89%	38
2023 Q4	$7.17M	Buy	99,690 +31,700	+47%	+$2.33M	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%	-$10.2K	0.69%	56
2022 Q2	$2.86M	Buy	68,170 +180	+0.3%	+$9.86K	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%	+$2.07M	0.58%	64
2021 Q2	$3.19M	Buy	+41,240	New	+$2.64M	0.39%	75