Spire Wealth Management’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 | $541K | Sell |
7,519
-296
| -4% | -$21.3K | 0.02% | 485 |
|
|
2025
Q1 | $428K | Sell |
7,815
-4,449
| -36% | -$243K | 0.01% | 611 |
|
|
2024
Q4 | $1.44M | Buy |
12,264
+685
| +6% | +$80.5K | 0.04% | 312 |
|
|
2024
Q3 | $1.27M | Sell |
11,579
-1,503
| -11% | -$165K | 0.04% | 322 |
|
|
2024
Q2 | $1.28M | Sell |
13,082
-3,768
| -22% | -$368K | 0.05% | 294 |
|
|
2024
Q1 | $1.47M | Sell |
16,850
-1,358
| -7% | -$119K | 0.03% | 294 |
|
|
2023
Q4 | $1.22M | Sell |
18,208
-1,064
| -6% | -$71.1K | 0.04% | 324 |
|
|
2023
Q3 | $1.51M | Buy |
19,272
+667
| +4% | +$52.1K | 0.06% | 256 |
|
|
2023
Q2 | $1.44M | Sell |
18,605
-3,995
| -18% | -$308K | 0.05% | 276 |
|
|
2023
Q1 | $1.38M | Buy |
22,600
+2,815
| +14% | +$171K | 0.05% | 286 |
|
|
2022
Q4 | $887K | Buy |
19,785
+601
| +3% | +$26.9K | 0.05% | 256 |
|
|
2022
Q3 | $1.15M | Sell |
19,184
-4,956
| -21% | -$296K | 0.07% | 193 |
|
|
2022
Q2 | $1.01M | Sell |
24,140
-7,364
| -23% | -$308K | 0.04% | 329 |
|
|
2022
Q1 | $2.18M | Sell |
31,504
-132,540
| -81% | -$9.18M | 0.06% | 254 |
|
|
2021
Q4 | $15.1M | Buy |
164,044
+430
| +0.3% | +$39.5K | 0.33% | 80 |
|
|
2021
Q3 | $11.5M | Buy |
163,614
+131,585
| +411% | +$9.26M | 0.3% | 94 |
|
|
2021
Q2 | $2.47M | Buy |
32,029
+1,729
| +6% | +$133K | 0.07% | 253 |
|
|
2021
Q1 | $1.98M | Buy |
+30,300
| New | +$1.98M | 0.05% | 284 |
|