Premier Path Wealth Partners’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 | $241K | Buy |
+3,349
| New | +$241K | 0.03% | 351 |
|
|
2025
Q1 | – | Sell |
-5,452
| Closed | -$641K | – | 385 |
|
|
2024
Q4 | $641K | Buy |
5,452
+15
| +0.3% | +$1.76K | 0.1% | 200 |
|
|
2024
Q3 | $596K | Buy |
5,437
+127
| +2% | +$13.9K | 0.09% | 211 |
|
|
2024
Q2 | $519K | Buy |
5,310
+831
| +19% | +$81.2K | 0.09% | 218 |
|
|
2024
Q1 | $392K | Buy |
4,479
+105
| +2% | +$9.18K | 0.07% | 237 |
|
|
2023
Q4 | $303K | Buy |
+4,374
| New | +$303K | 0.07% | 258 |
|