Moran Wealth 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 | $8.56M | Buy |
118,932
+6,062
| +5% | +$436K | 0.26% | 119 |
|
|
2025
Q1 | $6.18M | Buy |
+112,870
| New | +$6.18M | 0.21% | 146 |
|
|
2023
Q3 | – | Sell |
-9,131
| Closed | -$705K | – | 428 |
|
|
2023
Q2 | $705K | Sell |
9,131
-3,506
| -28% | -$271K | 0.03% | 280 |
|
|
2023
Q1 | $770K | Sell |
12,637
-183,476
| -94% | -$11.2M | 0.03% | 275 |
|
|
2022
Q4 | $8.79M | Buy |
+196,113
| New | +$8.79M | 0.33% | 101 |
|