Roman Butler Fullerton & Co’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 | $424K | Buy |
4,921
+810
| +20% | +$69.8K | 0.12% | 159 |
|
|
2025
Q1 | $202K | Buy |
+4,111
| New | +$202K | 0.08% | 217 |
|
|
2021
Q2 | – | Sell |
-6,480
| Closed | -$476K | – | 202 |
|
|
2021
Q1 | $476K | Buy |
6,480
+1,430
| +28% | +$105K | 0.24% | 116 |
|
|
2020
Q4 | $405K | Buy |
+5,050
| New | +$405K | 0.24% | 109 |
|
|
2019
Q3 | – | Sell |
-32,120
| Closed | -$732K | – | 186 |
|
|
2019
Q2 | $732K | Buy |
32,120
+1,140
| +4% | +$26K | 0.49% | 66 |
|
|
2019
Q1 | $613K | Buy |
30,980
+4,910
| +19% | +$97.2K | 0.43% | 79 |
|
|
2018
Q4 | $338K | Buy |
+26,070
| New | +$338K | 0.29% | 115 |
|