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