Stiles Financial Services’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 | $395K | Hold |
5,490
| – | – | 0.14% | 125 |
|
|
2025
Q1 | $300K | Sell |
5,490
-250
| -4% | -$13.7K | 0.12% | 140 |
|
|
2024
Q4 | $675K | Sell |
5,740
-300
| -5% | -$35.3K | 0.24% | 95 |
|
|
2024
Q3 | $662K | Sell |
6,040
-2,200
| -27% | -$241K | 0.23% | 93 |
|
|
2024
Q2 | $805K | Sell |
8,240
-695
| -8% | -$67.9K | 0.31% | 80 |
|
|
2024
Q1 | $781K | Sell |
8,935
-148
| -2% | -$12.9K | 0.31% | 81 |
|
|
2023
Q4 | $654K | Sell |
9,083
-475
| -5% | -$34.2K | 0.3% | 87 |
|
|
2023
Q3 | $747K | Hold |
9,558
| – | – | 0.39% | 77 |
|
|
2023
Q2 | $738K | Hold |
9,558
| – | – | 0.37% | 78 |
|
|
2023
Q1 | $582K | Sell |
9,558
-2
| -0% | -$122 | 0.31% | 91 |
|
|
2022
Q4 | $429K | Hold |
9,560
| – | – | 0.25% | 103 |
|
|
2022
Q3 | $571K | Sell |
9,560
-25
| -0.3% | -$1.49K | 0.35% | 77 |
|
|
2022
Q2 | $402K | Hold |
9,585
| – | – | 0.24% | 106 |
|
|
2022
Q1 | $664K | Buy |
9,585
+25
| +0.3% | +$1.73K | 0.33% | 89 |
|
|
2021
Q4 | $876K | Buy |
+9,560
| New | +$876K | 0.42% | 72 |
|