Redwood 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
$353K Hold
4,910
0.16% 123
2025
Q1
$269K Sell
4,910
-510
-9% -$27.9K 0.14% 132
2024
Q4
$637K Sell
5,420
-50
-0.9% -$5.87K 0.31% 70
2024
Q3
$600K Sell
5,470
-655
-11% -$71.8K 0.3% 73
2024
Q2
$598K Sell
6,125
-410
-6% -$40K 0.45% 46
2024
Q1
$571K Sell
6,535
-655
-9% -$57.3K 0.61% 47
2023
Q4
$517K Sell
7,190
-1,210
-14% -$87.1K 0.57% 47
2023
Q3
$656K Sell
8,400
-565
-6% -$44.2K 0.77% 35
2023
Q2
$692K Sell
8,965
-25
-0.3% -$1.93K 0.77% 37
2023
Q1
$548K Sell
8,990
-250
-3% -$15.2K 0.62% 47
2022
Q4
$414K Buy
+9,240
New +$414K 0.52% 55