West Oak Capital’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 | $306 | Buy |
425
+350
| +467% | +$252 | 0.01% | 191 |
|
|
2025
Q1 | $41 | Hold |
75
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $88K | Hold |
75
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $82 | Sell |
75
-200
| -73% | -$219 | ﹤0.01% | 253 |
|
|
2024
Q2 | $26.9K | Hold |
275
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $24K | Hold |
275
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $18K | Hold |
275
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $21K | Hold |
275
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $21.2K | Buy |
275
+75
| +38% | +$5.79K | 0.01% | 203 |
|
|
2023
Q1 | $12.2K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $9K | Sell |
200
-200
| -50% | -$9K | ﹤0.01% | 222 |
|
|
2022
Q3 | $24K | Hold |
400
| – | – | 0.01% | 193 |
|
|
2022
Q2 | $17K | Sell |
400
-25
| -6% | -$1.06K | 0.01% | 211 |
|
|
2022
Q1 | $29K | Sell |
425
-400
| -48% | -$27.3K | 0.01% | 201 |
|
|
2021
Q4 | $76K | Buy |
825
+125
| +18% | +$11.5K | 0.03% | 170 |
|
|
2021
Q3 | $49K | Buy |
700
+400
| +133% | +$28K | 0.02% | 191 |
|
|
2021
Q2 | $23K | Buy |
+300
| New | +$23K | 0.01% | 228 |
|
|
2018
Q4 | – | Sell |
-650
| Closed | -$9.81K | – | 354 |
|
|
2018
Q3 | $9.81K | Hold |
650
| – | – | 0.01% | 264 |
|
|
2018
Q2 | $6.1K | Hold |
650
| – | – | ﹤0.01% | 278 |
|
|
2018
Q1 | $3.23K | Buy |
+650
| New | +$3.23K | ﹤0.01% | 307 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$5.01K | – | 354 |
|
|
2017
Q2 | $5.01K | Hold |
1,000
| – | – | ﹤0.01% | 307 |
|
|
2017
Q1 | $3.73K | Sell |
1,000
-5,000
| -83% | -$18.6K | ﹤0.01% | 337 |
|
|
2016
Q4 | $16.6K | Buy |
+6,000
| New | +$16.6K | 0.01% | 248 |
|