WE
Wealth Effects’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
63,727
-1,015
| -2% | -$73.1K | 1.72% | 10 |
|
|
2025
Q1 | $3.54M | Buy |
64,742
+6,684
| +12% | +$366K | 1.49% | 10 |
|
|
2024
Q4 | $6.82M | Buy |
58,058
+120
| +0.2% | +$14.1K | 2.42% | 9 |
|
|
2024
Q3 | $6.35M | Buy |
57,938
+425
| +0.7% | +$46.6K | 2.23% | 9 |
|
|
2024
Q2 | $5.62M | Buy |
57,513
+1,075
| +2% | +$105K | 2.04% | 10 |
|
|
2024
Q1 | $4.93M | Sell |
56,438
-280
| -0.5% | -$24.5K | 1.82% | 10 |
|
|
2023
Q4 | $4.08M | Buy |
56,718
+6,373
| +13% | +$459K | 1.53% | 12 |
|
|
2023
Q3 | $3.93M | Buy |
50,345
+3,075
| +7% | +$240K | 1.94% | 11 |
|
|
2023
Q2 | $3.65M | Sell |
47,270
-2,025
| -4% | -$156K | 1.61% | 10 |
|
|
2023
Q1 | $3M | Sell |
49,295
-40
| -0.1% | -$2.44K | 1.54% | 11 |
|
|
2022
Q4 | $2.21M | Sell |
49,335
-5,070
| -9% | -$227K | 1.26% | 14 |
|
|
2022
Q3 | $3.25M | Buy |
54,405
+530
| +1% | +$31.7K | 1.99% | 9 |
|
|
2022
Q2 | $2.26M | Sell |
53,875
-4,950
| -8% | -$207K | 1.36% | 14 |
|
|
2022
Q1 | $4.07M | Sell |
58,825
-2,225
| -4% | -$154K | 1.9% | 11 |
|
|
2021
Q4 | $5.6M | Buy |
+61,050
| New | +$5.6M | 2.32% | 8 |
|