Private Wealth Management 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 | $12.2K | Buy |
169
+29
| +21% | +$2.09K | ﹤0.01% | 431 |
|
2025
Q1 | $7.66K | Sell |
140
-85
| -38% | -$4.65K | ﹤0.01% | 566 |
|
2024
Q4 | $26.4K | Hold |
225
| – | – | 0.01% | 249 |
|
2024
Q3 | $24.7K | Hold |
225
| – | – | 0.01% | 250 |
|
2024
Q2 | $22K | Hold |
225
| – | – | 0.01% | 261 |
|
2024
Q1 | $19.7K | Buy |
225
+155
| +221% | +$13.6K | 0.01% | 274 |
|
2023
Q4 | $5.04K | Buy |
+70
| New | +$5.04K | ﹤0.01% | 626 |
|