Perigon Wealth Management’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 | $1.39M | Buy |
19,332
+6,329
| +49% | +$456K | 0.03% | 404 |
|
|
2025
Q1 | $712K | Buy |
13,003
+7,422
| +133% | +$406K | 0.02% | 531 |
|
|
2024
Q4 | $674K | Buy |
5,581
+992
| +22% | +$120K | 0.02% | 557 |
|
|
2024
Q3 | $503K | Sell |
4,589
-1,095
| -19% | -$120K | 0.01% | 617 |
|
|
2024
Q2 | $555K | Sell |
5,684
-1,926
| -25% | -$188K | 0.02% | 508 |
|
|
2024
Q1 | $665K | Sell |
7,610
-285
| -4% | -$24.9K | 0.02% | 470 |
|
|
2023
Q4 | $568K | Sell |
7,895
-4,041
| -34% | -$291K | 0.02% | 465 |
|
|
2023
Q3 | $933K | Buy |
11,936
+1,515
| +15% | +$118K | 0.04% | 322 |
|
|
2023
Q2 | $805K | Buy |
10,421
+1,188
| +13% | +$91.7K | 0.03% | 354 |
|
|
2023
Q1 | $562K | Buy |
9,233
+4,260
| +86% | +$259K | 0.03% | 373 |
|
|
2022
Q4 | $223K | Buy |
4,973
+1,472
| +42% | +$66K | 0.01% | 628 |
|
|
2022
Q3 | $209K | Buy |
+3,501
| New | +$209K | 0.02% | 531 |
|
|
2022
Q2 | – | Sell |
-3,766
| Closed | -$261K | – | 613 |
|
|
2022
Q1 | $261K | Sell |
3,766
-540
| -13% | -$37.4K | 0.02% | 511 |
|
|
2021
Q4 | $395K | Buy |
4,306
+1,038
| +32% | +$95.2K | 0.03% | 387 |
|
|
2021
Q3 | $230K | Buy |
3,268
+666
| +26% | +$46.9K | 0.02% | 479 |
|
|
2021
Q2 | $201K | Buy |
+2,602
| New | +$201K | 0.02% | 497 |
|
|
2021
Q1 | – | Sell |
-350
| Closed | -$28K | – | 982 |
|
|
2020
Q4 | $28K | Buy |
+350
| New | +$28K | ﹤0.01% | 919 |
|