Montag & Associates’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$273 Hold
12
﹤0.01% 929
2025
Q4
$456 Sell
12
-343
-97% -$15.2K ﹤0.01% 943
2025
Q3
$17.4K Buy
355
+45
+15% +$2.85K ﹤0.01% 703
2025
Q2
$22.3K Buy
310
+64
+26% +$4.09K ﹤0.01% 669
2025
Q1
$13.5K Sell
246
-25
-9% -$2.26K ﹤0.01% 757
2024
Q4
$31.8K Hold
271
﹤0.01% 663
2024
Q3
$29.7K Sell
271
-35
-11% -$3.49K ﹤0.01% 688
2024
Q2
$29.9K Buy
306
+4
+1% +$361 ﹤0.01% 666
2024
Q1
$26.4K Hold
302
﹤0.01% 670
2023
Q4
$21.7K Sell
302
-5
-2% -$367 ﹤0.01% 685
2023
Q3
$24K Hold
307
﹤0.01% 650
2023
Q2
$23.7K Sell
307
-594
-66% -$40.2K ﹤0.01% 659
2023
Q1
$54.9K Sell
901
-52
-5% -$2.77K ﹤0.01% 539
2022
Q4
$42.7K Sell
953
-286
-23% -$14.5K ﹤0.01% 570
2022
Q3
$74K Hold
1,239
0.01% 479
2022
Q2
$52K Hold
1,239
﹤0.01% 521
2022
Q1
$86K Buy
1,239
+90
+8% +$6.5K ﹤0.01% 488
2021
Q4
$105K Buy
1,149
+186
+19% +$16.3K 0.01% 469
2021
Q3
$68K Buy
963
+373
+63% +$28.8K ﹤0.01% 525
2021
Q2
$46K Sell
590
-680
-54% -$43.5K ﹤0.01% 561
2021
Q1
$83K Sell
1,270
-1,680
-57% -$130K ﹤0.01% 496
2020
Q4
$236K Buy
+2,950
New +$223K 0.01% 343

Other funds holding TTD