Montag & Associates’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 | $22.3K | Buy |
310
+64
| +26% | +$4.61K | ﹤0.01% | 665 |
|
|
2025
Q1 | $13.5K | Sell |
246
-25
| -9% | -$1.37K | ﹤0.01% | 757 |
|
|
2024
Q4 | $31.8K | Hold |
271
| – | – | ﹤0.01% | 663 |
|
|
2024
Q3 | $29.7K | Sell |
271
-35
| -11% | -$3.84K | ﹤0.01% | 688 |
|
|
2024
Q2 | $29.9K | Buy |
306
+4
| +1% | +$390 | ﹤0.01% | 666 |
|
|
2024
Q1 | $26.4K | Hold |
302
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $21.7K | Sell |
302
-5
| -2% | -$360 | ﹤0.01% | 683 |
|
|
2023
Q3 | $24K | Hold |
307
| – | – | ﹤0.01% | 647 |
|
|
2023
Q2 | $23.7K | Sell |
307
-594
| -66% | -$45.9K | ﹤0.01% | 652 |
|
|
2023
Q1 | $54.9K | Sell |
901
-52
| -5% | -$3.17K | ﹤0.01% | 533 |
|
|
2022
Q4 | $42.7K | Sell |
953
-286
| -23% | -$12.8K | ﹤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% | +$6.25K | ﹤0.01% | 488 |
|
|
2021
Q4 | $105K | Buy |
1,149
+186
| +19% | +$17K | 0.01% | 469 |
|
|
2021
Q3 | $68K | Buy |
963
+373
| +63% | +$26.3K | ﹤0.01% | 525 |
|
|
2021
Q2 | $46K | Sell |
590
-680
| -54% | -$53K | ﹤0.01% | 561 |
|
|
2021
Q1 | $83K | Sell |
1,270
-1,680
| -57% | -$110K | ﹤0.01% | 496 |
|
|
2020
Q4 | $236K | Buy |
+2,950
| New | +$236K | 0.01% | 343 |
|