MWM
Mattern Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
3,820
-500
| -12% | -$36K | 0.06% | 133 |
|
|
2025
Q1 | $236K | Hold |
4,320
| – | – | 0.05% | 149 |
|
|
2024
Q4 | $508K | Hold |
4,320
| – | – | 0.11% | 99 |
|
|
2024
Q3 | $474K | Sell |
4,320
-250
| -5% | -$27.4K | 0.1% | 105 |
|
|
2024
Q2 | $446K | Hold |
4,570
| – | – | 0.11% | 113 |
|
|
2024
Q1 | $400K | Sell |
4,570
-320
| -7% | -$28K | 0.1% | 125 |
|
|
2023
Q4 | $352K | Buy |
4,890
+500
| +11% | +$36K | 0.09% | 128 |
|
|
2023
Q3 | $343K | Hold |
4,390
| – | – | 0.1% | 123 |
|
|
2023
Q2 | $339K | Hold |
4,390
| – | – | 0.1% | 128 |
|
|
2023
Q1 | $267K | Buy |
+4,390
| New | +$267K | 0.09% | 146 |
|
|
2022
Q4 | – | Sell |
-4,390
| Closed | -$262K | – | 165 |
|
|
2022
Q3 | $262K | Buy |
+4,390
| New | +$262K | 0.11% | 132 |
|
|
2022
Q2 | – | Sell |
-4,440
| Closed | -$307K | – | 164 |
|
|
2022
Q1 | $307K | Hold |
4,440
| – | – | 0.1% | 126 |
|
|
2021
Q4 | $407K | Sell |
4,440
-30
| -0.7% | -$2.75K | 0.12% | 123 |
|
|
2021
Q3 | $314K | Sell |
4,470
-150
| -3% | -$10.5K | 0.11% | 133 |
|
|
2021
Q2 | $326K | Buy |
4,620
+4,163
| +911% | +$294K | 0.1% | 135 |
|
|
2021
Q1 | $298K | Buy |
457
+7
| +2% | +$4.57K | 0.11% | 132 |
|
|
2020
Q4 | $360K | Sell |
450
-11
| -2% | -$8.8K | 0.14% | 120 |
|
|
2020
Q3 | $239K | Buy |
+461
| New | +$239K | 0.1% | 133 |
|