Western 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
Q2 | $253K | Buy |
+3,517
| New | +$253K | 0.02% | 610 |
|
|
2025
Q1 | – | Sell |
-3,418
| Closed | -$402K | – | 705 |
|
|
2024
Q4 | $402K | Buy |
3,418
+324
| +10% | +$38.1K | 0.03% | 433 |
|
|
2024
Q3 | $339K | Buy |
3,094
+934
| +43% | +$102K | 0.02% | 560 |
|
|
2024
Q2 | $211K | Buy |
+2,160
| New | +$211K | 0.02% | 618 |
|
|
2022
Q4 | – | Sell |
-4,826
| Closed | -$286K | – | 782 |
|
|
2022
Q3 | $286K | Buy |
+4,826
| New | +$286K | 0.02% | 643 |
|
|
2022
Q2 | – | Sell |
-4,892
| Closed | -$338K | – | 854 |
|
|
2022
Q1 | $338K | Buy |
4,892
+1,879
| +62% | +$130K | 0.02% | 636 |
|
|
2021
Q4 | $278K | Buy |
+3,013
| New | +$278K | 0.03% | 495 |
|
|
2021
Q2 | $229K | Sell |
2,920
-160
| -5% | -$12.5K | 0.02% | 565 |
|
|
2021
Q1 | $201K | Buy |
3,080
+90
| +3% | +$5.87K | 0.03% | 502 |
|
|
2020
Q4 | $239K | Buy |
+2,990
| New | +$239K | 0.04% | 405 |
|