Western Pacific 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
Q1 | – | Sell |
-1,000
| Closed | -$118K | – | 212 |
|
2024
Q4 | $118K | Hold |
1,000
| – | – | 0.09% | 98 |
|
2024
Q3 | $110K | Hold |
1,000
| – | – | 0.07% | 112 |
|
2024
Q2 | $97.7K | Hold |
1,000
| – | – | 0.07% | 101 |
|
2024
Q1 | $87.4K | Hold |
1,000
| – | – | 0.06% | 109 |
|
2023
Q4 | $72K | Hold |
1,000
| – | – | 0.05% | 118 |
|
2023
Q3 | $78.2K | Hold |
1,000
| – | – | 0.06% | 101 |
|
2023
Q2 | $77.2K | Buy |
+1,000
| New | +$77.2K | 0.06% | 106 |
|
2022
Q2 | – | Sell |
-125
| Closed | -$8K | – | 219 |
|
2022
Q1 | $8K | Hold |
125
| – | – | 0.01% | 168 |
|
2021
Q4 | $11K | Buy |
+125
| New | +$11K | 0.01% | 170 |
|