Plante Moran Financial Advisors’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 | $18K | Hold |
250
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $13.7K | Hold |
250
| – | – | ﹤0.01% | 526 |
|
|
2024
Q4 | $29.4K | Hold |
250
| – | – | ﹤0.01% | 430 |
|
|
2024
Q3 | $27.4K | Sell |
250
-64
| -20% | -$7.02K | ﹤0.01% | 476 |
|
|
2024
Q2 | $30.7K | Sell |
314
-15
| -5% | -$1.47K | ﹤0.01% | 407 |
|
|
2024
Q1 | $28.8K | Sell |
329
-19
| -5% | -$1.66K | ﹤0.01% | 443 |
|
|
2023
Q4 | $25K | Buy |
348
+98
| +39% | +$7.05K | ﹤0.01% | 419 |
|
|
2023
Q3 | $19.5K | Sell |
250
-28
| -10% | -$2.19K | ﹤0.01% | 439 |
|
|
2023
Q2 | $21.5K | Buy |
278
+28
| +11% | +$2.16K | ﹤0.01% | 433 |
|
|
2023
Q1 | $15.2K | Hold |
250
| – | – | ﹤0.01% | 503 |
|
|
2022
Q4 | $11.2K | Hold |
250
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $15K | Sell |
250
-30
| -11% | -$1.8K | ﹤0.01% | 522 |
|
|
2022
Q2 | $12K | Buy |
280
+30
| +12% | +$1.29K | ﹤0.01% | 572 |
|
|
2022
Q1 | $17K | Hold |
250
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $23K | Sell |
250
-50
| -17% | -$4.6K | ﹤0.01% | 529 |
|
|
2021
Q3 | $21K | Hold |
300
| – | – | ﹤0.01% | 560 |
|
|
2021
Q2 | $23K | Sell |
300
-200
| -40% | -$15.3K | 0.01% | 537 |
|
|
2021
Q1 | $33K | Hold |
500
| – | – | 0.01% | 444 |
|
|
2020
Q4 | $40K | Sell |
500
-1,000
| -67% | -$80K | 0.01% | 399 |
|
|
2020
Q3 | $78K | Buy |
1,500
+1,000
| +200% | +$52K | 0.03% | 260 |
|
|
2020
Q2 | $20K | Sell |
500
-260
| -34% | -$10.4K | 0.01% | 431 |
|
|
2020
Q1 | $15K | Buy |
760
+610
| +407% | +$12K | 0.01% | 441 |
|
|
2019
Q4 | $4K | Buy |
150
+100
| +200% | +$2.67K | ﹤0.01% | 643 |
|
|
2019
Q3 | $1K | Sell |
50
-1,450
| -97% | -$29K | ﹤0.01% | 826 |
|
|
2019
Q2 | $34K | Buy |
+1,500
| New | +$34K | 0.01% | 405 |
|