United Capital Financial 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 | $1.94M | Buy |
26,992
+695
| +3% | +$50K | 0.02% | 449 |
|
|
2025
Q1 | $1.44M | Sell |
26,297
-2,310
| -8% | -$126K | 0.01% | 487 |
|
|
2024
Q4 | $3.36M | Sell |
28,607
-4,478
| -14% | -$526K | 0.03% | 319 |
|
|
2024
Q3 | $3.63M | Buy |
33,085
+7,564
| +30% | +$829K | 0.03% | 314 |
|
|
2024
Q2 | $2.49M | Buy |
25,521
+6,871
| +37% | +$671K | 0.02% | 359 |
|
|
2024
Q1 | $1.63M | Buy |
18,650
+298
| +2% | +$26.1K | 0.01% | 464 |
|
|
2023
Q4 | $1.32M | Sell |
18,352
-3,917
| -18% | -$282K | 0.01% | 496 |
|
|
2023
Q3 | $1.74M | Sell |
22,269
-229
| -1% | -$17.9K | 0.01% | 443 |
|
|
2023
Q2 | $1.74M | Sell |
22,498
-3,559
| -14% | -$275K | 0.01% | 461 |
|
|
2023
Q1 | $1.59M | Sell |
26,057
-8,223
| -24% | -$501K | 0.01% | 484 |
|
|
2022
Q4 | $1.54M | Sell |
34,280
-4,012
| -10% | -$180K | 0.01% | 531 |
|
|
2022
Q3 | $2.29M | Sell |
38,292
-911
| -2% | -$54.4K | 0.01% | 451 |
|
|
2022
Q2 | $1.64M | Sell |
39,203
-4,122
| -10% | -$173K | 0.01% | 532 |
|
|
2022
Q1 | $3M | Sell |
43,325
-2,200
| -5% | -$152K | 0.01% | 446 |
|
|
2021
Q4 | $4.17M | Buy |
45,525
+3,606
| +9% | +$330K | 0.02% | 400 |
|
|
2021
Q3 | $2.95M | Sell |
41,919
-3,009
| -7% | -$212K | 0.01% | 465 |
|
|
2021
Q2 | $3.48M | Buy |
44,928
+328
| +0.7% | +$25.4K | 0.02% | 432 |
|
|
2021
Q1 | $2.91M | Buy |
44,600
+17,490
| +65% | +$1.14M | 0.02% | 437 |
|
|
2020
Q4 | $2.17M | Buy |
27,110
+22,920
| +547% | +$1.84M | 0.01% | 488 |
|
|
2020
Q3 | $217K | Sell |
4,190
-27,530
| -87% | -$1.43M | ﹤0.01% | 1049 |
|
|
2020
Q2 | $1.29M | Sell |
31,720
-870
| -3% | -$35.4K | 0.01% | 596 |
|
|
2020
Q1 | $629K | Sell |
32,590
-7,530
| -19% | -$145K | 0.01% | 738 |
|
|
2019
Q4 | $1.04M | Buy |
40,120
+130
| +0.3% | +$3.38K | 0.01% | 763 |
|
|
2019
Q3 | $750K | Sell |
39,990
-7,070
| -15% | -$133K | 0.01% | 824 |
|
|
2019
Q2 | $1.07M | Buy |
47,060
+7,690
| +20% | +$175K | 0.01% | 784 |
|
|
2019
Q1 | $779K | Buy |
+39,370
| New | +$779K | 0.01% | 839 |
|