MWM
Mission Wealth Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Sell |
368,135
-11,553
| -3% | -$832K | 0.57% | 28 |
|
|
2025
Q1 | $20.8M | Sell |
379,688
-31,103
| -8% | -$1.7M | 0.51% | 32 |
|
|
2024
Q4 | $48.3M | Sell |
410,791
-11,592
| -3% | -$1.36M | 1.13% | 16 |
|
|
2024
Q3 | $46.3M | Sell |
422,383
-60,694
| -13% | -$6.66M | 1.12% | 16 |
|
|
2024
Q2 | $47.2M | Sell |
483,077
-30,578
| -6% | -$2.99M | 1.25% | 13 |
|
|
2024
Q1 | $44.9M | Sell |
513,655
-9,669
| -2% | -$845K | 1.18% | 13 |
|
|
2023
Q4 | $37.7M | Sell |
523,324
-56,394
| -10% | -$4.06M | 1.22% | 15 |
|
|
2023
Q3 | $45.3M | Buy |
579,718
+83,090
| +17% | +$6.49M | 1.69% | 12 |
|
|
2023
Q2 | $38.3M | Buy |
496,628
+172,660
| +53% | +$13.3M | 1.45% | 15 |
|
|
2023
Q1 | $19.7M | Sell |
323,968
-698
| -0.2% | -$42.5K | 0.83% | 22 |
|
|
2022
Q4 | $14.6M | Buy |
324,666
+15,300
| +5% | +$686K | 0.7% | 24 |
|
|
2022
Q3 | $18.5M | Sell |
309,366
-34,115
| -10% | -$2.04M | 0.98% | 19 |
|
|
2022
Q2 | $14.4M | Sell |
343,481
-8,777
| -2% | -$368K | 0.76% | 21 |
|
|
2022
Q1 | $24.4M | Buy |
352,258
+395
| +0.1% | +$27.4K | 1.13% | 18 |
|
|
2021
Q4 | $32.2M | Buy |
351,863
+257,918
| +275% | +$23.6M | 1.45% | 17 |
|
|
2021
Q3 | $6.6M | Buy |
93,945
+95
| +0.1% | +$6.68K | 0.34% | 45 |
|
|
2021
Q2 | $7.26M | Buy |
93,850
+84,890
| +947% | +$6.57M | 0.38% | 40 |
|
|
2021
Q1 | $5.84M | Sell |
8,960
-321
| -3% | -$209K | 0.34% | 44 |
|
|
2020
Q4 | $7.43M | Buy |
+9,281
| New | +$7.43M | 0.47% | 37 |
|