180 Wealth Advisors’s Tidewater TDW Stock Holding History

180 Wealth Advisors’s Portfolio TDW Stock Details TDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$534K	Sell	8,017 -900	-10%	-$71.4K	0.05%	275
2026 Q1	$745K	Sell	8,917 -465	-5%	-$32.3K	0.08%	228
2025 Q4	$474K	Buy	9,382 +427	+5%	+$22.6K	0.05%	275
2025 Q3	$478K	Buy	8,955 +195	+2%	+$10.7K	0.06%	270
2025 Q2	$404K	Buy	8,760 +2,438	+39%	+$98.7K	0.06%	280
2025 Q1	$267K	Buy	6,322 +1,287	+26%	+$64K	0.04%	341
2024 Q4	$275K	Buy	5,035 +1,069	+27%	+$60.8K	0.04%	334
2024 Q3	$285K	Buy	3,966 +315	+9%	+$27.4K	0.04%	342
2024 Q2	$355K	Sell	3,651 -349	-9%	-$34.4K	0.06%	286
2024 Q1	$368K	Buy	4,000 +896	+29%	+$66.8K	0.07%	256
2023 Q4	$218K	Sell	3,104 -190	-6%	-$12.3K	0.04%	339
2023 Q3	$234K	Buy	+3,294	New	+$208K	0.05%	301

Other funds holding TDW

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return