OCPWS
One Charles Private Wealth Services’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
7,125
+944
| +15% | +$68K | 0.14% | 79 |
|
|
2025
Q1 | $338K | Hold |
6,181
| – | – | 0.11% | 96 |
|
|
2024
Q4 | $726K | Buy |
6,181
+56
| +0.9% | +$6.58K | 0.24% | 59 |
|
|
2024
Q3 | $672K | Hold |
6,125
| – | – | 0.26% | 64 |
|
|
2024
Q2 | $598K | Sell |
6,125
-1,100
| -15% | -$107K | 0.25% | 69 |
|
|
2024
Q1 | $632K | Hold |
7,225
| – | – | 0.28% | 66 |
|
|
2023
Q4 | $520K | Sell |
7,225
-1,000
| -12% | -$72K | 0.28% | 74 |
|
|
2023
Q3 | $643K | Sell |
8,225
-1,275
| -13% | -$99.6K | 0.38% | 47 |
|
|
2023
Q2 | $734K | Hold |
9,500
| – | – | 0.43% | 44 |
|
|
2023
Q1 | $579K | Hold |
9,500
| – | – | 0.36% | 50 |
|
|
2022
Q4 | $426K | Buy |
+9,500
| New | +$426K | 0.28% | 64 |
|