Pacific Wealth Strategies Group’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 | $1.52M | Buy |
17,516
+1,234
| +8% | +$107K | 1% | 23 |
|
|
2025
Q1 | $891K | Buy |
16,282
+49
| +0.3% | +$2.68K | 0.66% | 30 |
|
|
2024
Q4 | $1.91M | Sell |
16,233
-50
| -0.3% | -$5.88K | 1.33% | 17 |
|
|
2024
Q3 | $1.79M | Buy |
16,283
+17
| +0.1% | +$1.86K | 1.32% | 19 |
|
|
2024
Q2 | $1.59M | Sell |
16,266
-1,393
| -8% | -$136K | 1.31% | 17 |
|
|
2024
Q1 | $1.54M | Sell |
17,659
-946
| -5% | -$82.7K | 1.29% | 19 |
|
|
2023
Q4 | $1.34M | Sell |
18,605
-309
| -2% | -$22.2K | 1.28% | 23 |
|
|
2023
Q3 | $1.48M | Buy |
18,914
+235
| +1% | +$18.4K | 1.56% | 18 |
|
|
2023
Q2 | $1.44M | Sell |
18,679
-105
| -0.6% | -$8.11K | 1.48% | 17 |
|
|
2023
Q1 | $1.14M | Buy |
18,784
+655
| +4% | +$39.9K | 1.31% | 20 |
|
|
2022
Q4 | $813K | Sell |
18,129
-965
| -5% | -$43.3K | 1.09% | 27 |
|
|
2022
Q3 | $1.14M | Sell |
19,094
-405
| -2% | -$24.2K | 1.59% | 20 |
|
|
2022
Q2 | $817K | Sell |
19,499
-25,871
| -57% | -$1.08M | 1.05% | 29 |
|
|
2022
Q1 | $3.14M | Sell |
45,370
-5,357
| -11% | -$371K | 1.32% | 22 |
|
|
2021
Q4 | $4.65M | Buy |
50,727
+3,133
| +7% | +$287K | 1.62% | 20 |
|
|
2021
Q3 | $3.35M | Buy |
47,594
+272
| +0.6% | +$19.1K | 1.24% | 27 |
|
|
2021
Q2 | $3.66M | Sell |
47,322
-128
| -0.3% | -$9.9K | 1.4% | 25 |
|
|
2021
Q1 | $3.09M | Buy |
47,450
+3,580
| +8% | +$233K | 1.3% | 28 |
|
|
2020
Q4 | $3.49M | Buy |
43,870
+30,210
| +221% | +$2.4M | 1.51% | 24 |
|
|
2020
Q3 | $709K | Buy |
+13,660
| New | +$709K | 0.37% | 53 |
|