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