Valeo 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 | $675K | Sell |
9,378
-84
| -0.9% | -$6.05K | 0.02% | 382 |
|
|
2025
Q1 | $518K | Buy |
9,462
+656
| +7% | +$35.9K | 0.01% | 406 |
|
|
2024
Q4 | $1.03M | Buy |
8,806
+817
| +10% | +$96K | 0.03% | 254 |
|
|
2024
Q3 | $876K | Buy |
7,989
+63
| +0.8% | +$6.91K | 0.03% | 279 |
|
|
2024
Q2 | $774K | Sell |
7,926
-135
| -2% | -$13.2K | 0.02% | 288 |
|
|
2024
Q1 | $675K | Buy |
8,061
+1,180
| +17% | +$98.9K | 0.02% | 304 |
|
|
2023
Q4 | $495K | Buy |
6,881
+849
| +14% | +$61.1K | 0.02% | 370 |
|
|
2023
Q3 | $471K | Sell |
6,032
-268
| -4% | -$20.9K | 0.02% | 349 |
|
|
2023
Q2 | $486K | Buy |
6,300
+409
| +7% | +$31.6K | 0.02% | 326 |
|
|
2023
Q1 | $359K | Sell |
5,891
-311
| -5% | -$18.9K | 0.02% | 395 |
|
|
2022
Q4 | $278K | Buy |
6,202
+867
| +16% | +$38.9K | 0.02% | 405 |
|
|
2022
Q3 | $319K | Sell |
5,335
-304
| -5% | -$18.2K | 0.02% | 323 |
|
|
2022
Q2 | $236K | Buy |
5,639
+2,355
| +72% | +$98.6K | 0.01% | 408 |
|
|
2022
Q1 | $227K | Sell |
3,284
-2,020
| -38% | -$140K | 0.01% | 489 |
|
|
2021
Q4 | $486K | Buy |
+5,304
| New | +$486K | 0.03% | 306 |
|
|
2021
Q2 | – | Sell |
-1,120
| Closed | -$73K | – | 1621 |
|
|
2021
Q1 | $73K | Sell |
1,120
-530
| -32% | -$34.5K | ﹤0.01% | 698 |
|
|
2020
Q4 | $132K | Sell |
1,650
-60
| -4% | -$4.8K | 0.01% | 494 |
|
|
2020
Q3 | $89K | Sell |
1,710
-1,540
| -47% | -$80.2K | 0.01% | 486 |
|
|
2020
Q2 | $132K | Buy |
3,250
+630
| +24% | +$25.6K | 0.01% | 404 |
|
|
2020
Q1 | $56K | Buy |
2,620
+670
| +34% | +$14.3K | 0.01% | 553 |
|
|
2019
Q4 | $51K | Sell |
1,950
-60
| -3% | -$1.57K | 0.01% | 635 |
|
|
2019
Q3 | $38K | Buy |
2,010
+420
| +26% | +$7.94K | ﹤0.01% | 680 |
|
|
2019
Q2 | $36K | Buy |
1,590
+590
| +59% | +$13.4K | ﹤0.01% | 689 |
|
|
2019
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 788 |
|
|
2018
Q4 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 835 |
|
|
2018
Q3 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 913 |
|