Orion Portfolio Solutions’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $2.18M | Sell |
39,794
-2,432
| -6% | -$133K | 0.02% | 663 |
|
2024
Q4 | $4.96M | Buy |
42,226
+763
| +2% | +$89.7K | 0.05% | 331 |
|
2024
Q3 | $4.55M | Buy |
41,463
+1,647
| +4% | +$181K | 0.05% | 360 |
|
2024
Q2 | $3.89M | Buy |
39,816
+7,302
| +22% | +$713K | 0.04% | 385 |
|
2024
Q1 | $2.84M | Sell |
32,514
-675
| -2% | -$59K | 0.03% | 505 |
|
2023
Q4 | $2.29M | Sell |
33,189
-1,631
| -5% | -$113K | 0.03% | 565 |
|
2023
Q3 | $2.72M | Sell |
34,820
-7,655
| -18% | -$598K | 0.03% | 483 |
|
2023
Q2 | $3.28M | Buy |
42,475
+120
| +0.3% | +$9.27K | 0.03% | 450 |
|
2023
Q1 | $2.58M | Buy |
42,355
+37,757
| +821% | +$2.3M | 0.03% | 492 |
|
2022
Q4 | $206K | Sell |
4,598
-153
| -3% | -$6.86K | 0.01% | 767 |
|
2022
Q3 | $284K | Buy |
+4,751
| New | +$284K | 0.01% | 596 |
|
2022
Q2 | – | Sell |
-4,956
| Closed | -$343K | – | 741 |
|
2022
Q1 | $343K | Buy |
4,956
+717
| +17% | +$49.6K | 0.01% | 539 |
|
2021
Q4 | $388K | Buy |
4,239
+102
| +2% | +$9.34K | 0.01% | 497 |
|
2021
Q3 | $291K | Buy |
4,137
+653
| +19% | +$45.9K | 0.01% | 530 |
|
2021
Q2 | $270K | Sell |
3,484
-426
| -11% | -$33K | 0.01% | 516 |
|
2021
Q1 | $255K | Buy |
3,910
+110
| +3% | +$7.17K | 0.01% | 470 |
|
2020
Q4 | $304K | Buy |
+3,800
| New | +$304K | 0.01% | 393 |
|
2020
Q3 | – | Sell |
-3,200
| Closed | -$130K | – | 1921 |
|
2020
Q2 | $130K | Buy |
3,200
+440
| +16% | +$17.9K | 0.01% | 491 |
|
2020
Q1 | $53K | Sell |
2,760
-820
| -23% | -$15.7K | ﹤0.01% | 582 |
|
2019
Q4 | $93K | Buy |
+3,580
| New | +$93K | 0.01% | 433 |
|