SIAP
Sterling Investment Advisors (Pennsylvania)’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
48,195
+250
| +0.5% | +$18K | 0.76% | 41 |
|
|
2025
Q1 | $2.62M | Buy |
47,945
+1,495
| +3% | +$81.8K | 0.63% | 49 |
|
|
2024
Q4 | $5.46M | Sell |
46,450
-2,715
| -6% | -$319K | 1.32% | 24 |
|
|
2024
Q3 | $5.39M | Sell |
49,165
-2,510
| -5% | -$275K | 1.37% | 23 |
|
|
2024
Q2 | $5.05M | Sell |
51,675
-1,325
| -3% | -$129K | 1.36% | 22 |
|
|
2024
Q1 | $4.63M | Buy |
53,000
+175
| +0.3% | +$15.3K | 1.3% | 22 |
|
|
2023
Q4 | $3.8M | Buy |
52,825
+20,750
| +65% | +$1.49M | 1.18% | 23 |
|
|
2023
Q3 | $2.51M | Buy |
32,075
+21,900
| +215% | +$1.71M | 0.87% | 42 |
|
|
2023
Q2 | $786K | Hold |
10,175
| – | – | 0.26% | 81 |
|
|
2023
Q1 | $620K | Sell |
10,175
-25
| -0.2% | -$1.52K | 0.21% | 90 |
|
|
2022
Q4 | $457K | Hold |
10,200
| – | – | 0.16% | 102 |
|
|
2022
Q3 | $609K | Buy |
10,200
+3,200
| +46% | +$191K | 0.23% | 95 |
|
|
2022
Q2 | $293K | Buy |
7,000
+750
| +12% | +$31.4K | 0.1% | 114 |
|
|
2022
Q1 | $433K | Hold |
6,250
| – | – | 0.12% | 116 |
|
|
2021
Q4 | $573K | Hold |
6,250
| – | – | 0.16% | 108 |
|
|
2021
Q3 | $439K | Hold |
6,250
| – | – | 0.13% | 113 |
|
|
2021
Q2 | $484K | Buy |
6,250
+5,625
| +900% | +$436K | 0.14% | 112 |
|
|
2021
Q1 | $407K | Hold |
625
| – | – | 0.13% | 113 |
|
|
2020
Q4 | $501K | Hold |
625
| – | – | 0.17% | 97 |
|
|
2020
Q3 | $324K | Sell |
625
-275
| -31% | -$143K | 0.12% | 107 |
|
|
2020
Q2 | $365K | Buy |
900
+150
| +20% | +$60.8K | 0.15% | 101 |
|
|
2020
Q1 | $144K | Buy |
+750
| New | +$144K | 0.08% | 125 |
|