Personal CFO 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
Sell
-1,818
Closed -$214K 492
2024
Q4
$214K Sell
1,818
-73
-4% -$8.58K 0.04% 430
2024
Q3
$207K Buy
+1,891
New +$207K 0.03% 530
2023
Q4
Sell
-2,975
Closed -$232K 547
2023
Q3
$232K Buy
2,975
+14
+0.5% +$1.09K 0.05% 391
2023
Q2
$229K Buy
+2,961
New +$229K 0.05% 410
2022
Q1
Sell
-3,160
Closed -$290K 513
2021
Q4
$290K Buy
3,160
+184
+6% +$16.9K 0.05% 332
2021
Q3
$209K Buy
2,976
+177
+6% +$12.4K 0.04% 408
2021
Q2
$217K Buy
+2,799
New +$217K 0.04% 392