Summit Trail Advisors’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 | $535K | Buy |
7,431
+3,675
| +98% | +$265K | 0.01% | 710 |
|
|
2025
Q1 | $206K | Sell |
3,756
-902
| -19% | -$49.4K | 0.01% | 376 |
|
|
2024
Q4 | $547K | Buy |
4,658
+1,105
| +31% | +$130K | 0.02% | 203 |
|
|
2024
Q3 | $390K | Buy |
+3,553
| New | +$390K | 0.01% | 467 |
|
|
2020
Q4 | – | Sell |
-4,980
| Closed | -$369K | – | 247 |
|
|
2020
Q3 | $369K | Buy |
+4,980
| New | +$369K | 0.07% | 130 |
|
|
2018
Q4 | – | Sell |
-31,130
| Closed | -$470K | – | 217 |
|
|
2018
Q3 | $470K | Buy |
31,130
+8,230
| +36% | +$124K | 0.1% | 107 |
|
|
2018
Q2 | $215K | Sell |
22,900
-76,750
| -77% | -$721K | 0.08% | 135 |
|
|
2018
Q1 | $405K | Buy |
99,650
+49,360
| +98% | +$201K | 0.07% | 234 |
|
|
2017
Q4 | $245K | Buy |
+50,290
| New | +$245K | 0.03% | 366 |
|