Tyler-Stone Wealth Management’s Trade Desk TTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,356
Closed -$629K 334
2024
Q4
$629K Hold
5,356
0.11% 167
2024
Q3
$587K Buy
5,356
+2,403
+81% +$263K 0.11% 164
2024
Q2
$288K Sell
2,953
-800
-21% -$78.1K 0.12% 147
2024
Q1
$328K Sell
3,753
-3,200
-46% -$280K 0.15% 130
2023
Q4
$500K Sell
6,953
-500
-7% -$36K 0.25% 80
2023
Q3
$582K Hold
7,453
0.33% 62
2023
Q2
$576K Buy
+7,453
New +$576K 0.33% 65
2022
Q4
$468K Sell
10,445
-600
-5% -$26.9K 0.32% 68
2022
Q3
$660K Sell
11,045
-12,470
-53% -$745K 0.5% 45
2022
Q2
$985K Sell
23,515
-3,550
-13% -$149K 0.66% 34
2022
Q1
$1.87M Sell
27,065
-4,665
-15% -$323K 1.03% 22
2021
Q4
$2.91M Buy
+31,730
New +$2.91M 1.54% 13