Venturi 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
Q2 | $338K | Sell |
4,700
-1,142
| -20% | -$82.2K | 0.02% | 393 |
|
|
2025
Q1 | $320K | Buy |
5,842
+971
| +20% | +$53.1K | 0.02% | 428 |
|
|
2024
Q4 | $572K | Buy |
4,871
+108
| +2% | +$12.7K | 0.03% | 314 |
|
|
2024
Q3 | $522K | Buy |
4,763
+3
| +0.1% | +$329 | 0.03% | 290 |
|
|
2024
Q2 | $465K | Buy |
4,760
+367
| +8% | +$35.8K | 0.03% | 289 |
|
|
2024
Q1 | $384K | Buy |
4,393
+43
| +1% | +$3.76K | 0.02% | 288 |
|
|
2023
Q4 | $313K | Sell |
4,350
-9
| -0.2% | -$648 | 0.02% | 309 |
|
|
2023
Q3 | $341K | Buy |
4,359
+9
| +0.2% | +$703 | 0.03% | 277 |
|
|
2023
Q2 | $336K | Buy |
4,350
+123
| +3% | +$9.5K | 0.03% | 259 |
|
|
2023
Q1 | $257K | Buy |
+4,227
| New | +$257K | 0.02% | 293 |
|
|
2022
Q1 | – | Sell |
-2,200
| Closed | -$202K | – | 358 |
|
|
2021
Q4 | $202K | Buy |
+2,200
| New | +$202K | 0.02% | 330 |
|