SVB Wealth’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 | – | Sell |
-2,025
| Closed | -$111K | – | 1539 |
|
|
2025
Q1 | $111K | Sell |
2,025
-2,257
| -53% | -$124K | ﹤0.01% | 388 |
|
|
2024
Q4 | $503K | Buy |
+4,282
| New | +$503K | 0.01% | 419 |
|
|
2024
Q3 | – | Sell |
-3,923
| Closed | -$383K | – | 564 |
|
|
2024
Q2 | $383K | Buy |
3,923
+1,286
| +49% | +$126K | 0.01% | 486 |
|
|
2024
Q1 | $231K | Buy |
+2,637
| New | +$231K | 0.01% | 714 |
|
|
2023
Q4 | – | Sell |
-2,643
| Closed | -$207K | – | 946 |
|
|
2023
Q3 | $207K | Sell |
2,643
-143
| -5% | -$11.2K | ﹤0.01% | 737 |
|
|
2023
Q2 | $215K | Sell |
2,786
-1,472
| -35% | -$114K | ﹤0.01% | 803 |
|
|
2023
Q1 | $259K | Buy |
+4,258
| New | +$259K | ﹤0.01% | 783 |
|
|
2022
Q4 | – | Sell |
-4,023
| Closed | -$240K | – | 1091 |
|
|
2022
Q3 | $240K | Buy |
+4,023
| New | +$240K | ﹤0.01% | 776 |
|
|
2022
Q2 | – | Sell |
-3,041
| Closed | -$211K | – | 848 |
|
|
2022
Q1 | $211K | Buy |
3,041
+280
| +10% | +$19.4K | ﹤0.01% | 691 |
|
|
2021
Q4 | $253K | Buy |
+2,761
| New | +$253K | ﹤0.01% | 625 |
|