WMA
Wealth Management Associates’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
11,336
-721
| -6% | -$51.9K | 0.32% | 63 |
|
|
2025
Q1 | $660K | Buy |
12,057
+743
| +7% | +$40.7K | 0.28% | 70 |
|
|
2024
Q4 | $1.33M | Sell |
11,314
-92
| -0.8% | -$10.8K | 0.57% | 40 |
|
|
2024
Q3 | $1.25M | Buy |
11,406
+358
| +3% | +$39.3K | 0.55% | 41 |
|
|
2024
Q2 | $1.08M | Hold |
11,048
| – | – | 0.51% | 43 |
|
|
2024
Q1 | $1.08M | Buy |
11,048
+3,394
| +44% | +$331K | 0.51% | 43 |
|
|
2023
Q4 | $551K | Sell |
7,654
-51
| -0.7% | -$3.67K | 0.29% | 75 |
|
|
2023
Q3 | $602K | Hold |
7,705
| – | – | 0.35% | 67 |
|
|
2023
Q2 | $595K | Buy |
7,705
+210
| +3% | +$16.2K | 0.34% | 69 |
|
|
2023
Q1 | $457K | Sell |
7,495
-75
| -1% | -$4.57K | 0.28% | 84 |
|
|
2022
Q4 | $339K | Buy |
7,570
+570
| +8% | +$25.6K | 0.23% | 104 |
|
|
2022
Q3 | $418K | Buy |
7,000
+420
| +6% | +$25.1K | 0.29% | 96 |
|
|
2022
Q2 | $276K | Sell |
6,580
-85
| -1% | -$3.56K | 0.19% | 133 |
|
|
2022
Q1 | $462K | Buy |
6,665
+10
| +0.2% | +$692 | 0.26% | 101 |
|
|
2021
Q4 | $610K | Sell |
6,655
-235
| -3% | -$21.5K | 0.33% | 78 |
|
|
2021
Q3 | $484K | Buy |
6,890
+80
| +1% | +$5.62K | 0.28% | 91 |
|
|
2021
Q2 | $527K | Buy |
6,810
+6,139
| +915% | +$475K | 0.3% | 81 |
|
|
2021
Q1 | $437K | Sell |
671
-50
| -7% | -$32.6K | 0.28% | 93 |
|
|
2020
Q4 | $578K | Sell |
721
-20
| -3% | -$16K | 0.38% | 64 |
|
|
2020
Q3 | $384K | Sell |
741
-95
| -11% | -$49.3K | 0.3% | 78 |
|
|
2020
Q2 | $340K | Buy |
+836
| New | +$340K | 0.29% | 87 |
|