Montgomery Investment 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 | $288K | Hold |
4,000
| – | – | 0.11% | 86 |
|
|
2025
Q1 | $219K | Hold |
4,000
| – | – | 0.09% | 90 |
|
|
2024
Q4 | $470K | Hold |
4,000
| – | – | 0.19% | 65 |
|
|
2024
Q3 | $439K | Hold |
4,000
| – | – | 0.16% | 64 |
|
|
2024
Q2 | $391K | Hold |
4,000
| – | – | 0.15% | 65 |
|
|
2024
Q1 | $350K | Hold |
4,000
| – | – | 0.13% | 69 |
|
|
2023
Q4 | $288K | Hold |
4,000
| – | – | 0.09% | 78 |
|
|
2023
Q3 | $313K | Hold |
4,000
| – | – | 0.11% | 73 |
|
|
2023
Q2 | $309K | Hold |
4,000
| – | – | 0.1% | 73 |
|
|
2023
Q1 | $244K | Buy |
+4,000
| New | +$244K | 0.09% | 73 |
|
|
2022
Q4 | – | Sell |
-4,000
| Closed | -$239K | – | 83 |
|
|
2022
Q3 | $239K | Buy |
+4,000
| New | +$239K | 0.1% | 75 |
|
|
2022
Q2 | – | Sell |
-4,000
| Closed | -$277K | – | 86 |
|
|
2022
Q1 | $277K | Hold |
4,000
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $367K | Hold |
4,000
| – | – | 0.12% | 68 |
|
|
2021
Q3 | $281K | Hold |
4,000
| – | – | 0.1% | 74 |
|
|
2021
Q2 | $309K | Hold |
4,000
| – | – | 0.11% | 73 |
|
|
2021
Q1 | $261K | Hold |
4,000
| – | – | 0.1% | 74 |
|
|
2020
Q4 | $320K | Hold |
4,000
| – | – | 0.15% | 70 |
|
|
2020
Q3 | $208K | Buy |
+4,000
| New | +$208K | 0.11% | 73 |
|