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 |
|