One Charles Private Wealth Services’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 | – | Sell |
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|
2025
Q4 | $233K | Hold |
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|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $513K | Buy |
|
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|
2025
Q1 | $338K | Hold |
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|
2024
Q4 | $726K | Buy |
|
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $632K | Hold |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $734K | Hold |
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|
2023
Q1 | $579K | Hold |
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|
2022
Q4 | $426K | Buy |
|