Visionary Wealth 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 | $728K | Buy |
10,119
+327
| +3% | +$23.5K | 0.04% | 312 |
|
|
2025
Q1 | $536K | Sell |
9,792
-1,464
| -13% | -$80.1K | 0.03% | 339 |
|
|
2024
Q4 | $1.32M | Buy |
11,256
+294
| +3% | +$34.6K | 0.08% | 218 |
|
|
2024
Q3 | $1.2M | Sell |
10,962
-459
| -4% | -$50.3K | 0.07% | 230 |
|
|
2024
Q2 | $1.12M | Buy |
11,421
+86
| +0.8% | +$8.4K | 0.07% | 232 |
|
|
2024
Q1 | $991K | Sell |
11,335
-269
| -2% | -$23.5K | 0.07% | 234 |
|
|
2023
Q4 | $835K | Buy |
11,604
+2,249
| +24% | +$162K | 0.06% | 247 |
|
|
2023
Q3 | $731K | Buy |
9,355
+4,070
| +77% | +$318K | 0.06% | 246 |
|
|
2023
Q2 | $408K | Sell |
5,285
-155
| -3% | -$12K | 0.03% | 319 |
|
|
2023
Q1 | $331K | Buy |
5,440
+80
| +1% | +$4.87K | 0.03% | 336 |
|
|
2022
Q4 | $240K | Buy |
5,360
+50
| +0.9% | +$2.24K | 0.02% | 368 |
|
|
2022
Q3 | $317K | Sell |
5,310
-560
| -10% | -$33.4K | 0.03% | 284 |
|
|
2022
Q2 | $246K | Buy |
5,870
+435
| +8% | +$18.2K | 0.02% | 358 |
|
|
2022
Q1 | $376K | Buy |
5,435
+405
| +8% | +$28K | 0.03% | 292 |
|
|
2021
Q4 | $461K | Sell |
5,030
-2,895
| -37% | -$265K | 0.04% | 242 |
|
|
2021
Q3 | $557K | Buy |
7,925
+145
| +2% | +$10.2K | 0.06% | 178 |
|
|
2021
Q2 | $602K | Buy |
7,780
+2,050
| +36% | +$159K | 0.06% | 185 |
|
|
2021
Q1 | $373K | Buy |
5,730
+210
| +4% | +$13.7K | 0.04% | 223 |
|
|
2020
Q4 | $442K | Buy |
5,520
+100
| +2% | +$8.01K | 0.05% | 193 |
|
|
2020
Q3 | $281K | Sell |
5,420
-330
| -6% | -$17.1K | 0.04% | 199 |
|
|
2020
Q2 | $234K | Buy |
+5,750
| New | +$234K | 0.04% | 205 |
|