Moneta Group Investment Advisors’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 | $509K | Buy |
+1,256
| New | +$509K | 0.01% | 432 |
|
|
2025
Q1 | – | Sell |
-3,430
| Closed | -$403K | – | 704 |
|
|
2024
Q4 | $403K | Buy |
3,430
+640
| +23% | +$75.2K | 0.01% | 468 |
|
|
2024
Q3 | $306K | Buy |
2,790
+449
| +19% | +$49.2K | ﹤0.01% | 514 |
|
|
2024
Q2 | $229K | Sell |
2,341
-252
| -10% | -$24.6K | ﹤0.01% | 551 |
|
|
2024
Q1 | $227K | Buy |
+2,593
| New | +$227K | ﹤0.01% | 550 |
|