Summit Financial’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 | $794K | Sell |
11,026
-714
| -6% | -$51.4K | 0.02% | 460 |
|
|
2025
Q1 | $642K | Buy |
11,740
+8,672
| +283% | +$475K | 0.02% | 454 |
|
|
2024
Q4 | $361K | Buy |
3,068
+1,017
| +50% | +$120K | 0.01% | 499 |
|
|
2024
Q3 | $225K | Sell |
2,051
-231
| -10% | -$25.3K | 0.01% | 501 |
|
|
2024
Q2 | $223K | Buy |
+2,282
| New | +$223K | 0.01% | 459 |
|