Meridian 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 | $937K | Sell |
13,015
-956
| -7% | -$68.8K | 0.04% | 322 |
|
|
2025
Q1 | $764K | Sell |
13,971
-1,985
| -12% | -$109K | 0.04% | 336 |
|
|
2024
Q4 | $1.88M | Sell |
15,956
-532
| -3% | -$62.5K | 0.09% | 192 |
|
|
2024
Q3 | $1.81M | Buy |
16,488
+751
| +5% | +$82.3K | 0.09% | 194 |
|
|
2024
Q2 | $1.54M | Buy |
+15,737
| New | +$1.54M | 0.18% | 95 |
|
|
2024
Q1 | – | Sell |
-80,532
| Closed | -$5.8M | – | 522 |
|
|
2023
Q4 | $5.8M | Sell |
80,532
-878
| -1% | -$63.2K | 0.37% | 62 |
|
|
2023
Q3 | $6.36M | Buy |
81,410
+9,950
| +14% | +$778K | 0.39% | 51 |
|
|
2023
Q2 | $5.52M | Sell |
71,460
-10,950
| -13% | -$846K | 0.47% | 37 |
|
|
2023
Q1 | $5.02M | Buy |
82,410
+190
| +0.2% | +$11.6K | 0.44% | 43 |
|
|
2022
Q4 | $3.69M | Sell |
82,220
-2,576
| -3% | -$115K | 0.36% | 60 |
|
|
2022
Q3 | $5.07M | Sell |
84,796
-24
| -0% | -$1.43K | 0.55% | 33 |
|
|
2022
Q2 | $3.55M | Sell |
84,820
-190
| -0.2% | -$7.96K | 0.29% | 86 |
|
|
2022
Q1 | $5.89M | Sell |
85,010
-700
| -0.8% | -$48.5K | 0.64% | 26 |
|
|
2021
Q4 | $7.85M | Buy |
85,710
+144
| +0.2% | +$13.2K | 0.84% | 22 |
|
|
2021
Q3 | $6.02M | Buy |
85,566
+7,726
| +10% | +$543K | 0.74% | 26 |
|
|
2021
Q2 | $6.02M | Sell |
77,840
-43,540
| -36% | -$3.37M | 0.77% | 24 |
|
|
2021
Q1 | $7.91M | Sell |
121,380
-18,250
| -13% | -$1.19M | 1.15% | 13 |
|
|
2020
Q4 | $11.2M | Sell |
139,630
-10,190
| -7% | -$816K | 1.77% | 10 |
|
|
2020
Q3 | $7.77M | Buy |
149,820
+9,430
| +7% | +$489K | 1.91% | 9 |
|
|
2020
Q2 | $5.71M | Buy |
140,390
+34,350
| +32% | +$1.4M | 1.91% | 9 |
|
|
2020
Q1 | $2.05M | Buy |
+106,040
| New | +$2.05M | 0.91% | 23 |
|
|
2019
Q3 | – | Sell |
-1,260
| Closed | -$287 | – | 469 |
|
|
2019
Q2 | $287 | Buy |
+1,260
| New | +$287 | 0.01% | 468 |
|