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
2025
Q3
$3.8M Sell
2025
Q2
$6.63M Sell
2025
Q1
$5.38M Hold
2024
Q4
$11.6M Buy
2024
Q3
$8.68M Sell
2024
Q2
$8.71M Sell
2024
Q1
$8.71M Hold
2023
Q4
$7.17M Buy
2023
Q3
$5.31M Hold
2023
Q2
$5.25M Hold
2023
Q1
$4.14M Hold
2022
Q4
$3.05M Hold
2022
Q3
$4.06M Sell
2022
Q2
$2.86M Buy
2022
Q1
$4.71M Hold
2021
Q4
$6.23M Hold
2021
Q3
$4.78M Buy
2021
Q2
$3.19M Buy