Advisornet Financial’s Tradeweb Markets TW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$956K Sell
6,533
-150
-2% -$22K 0.06% 253
2025
Q1
$992K Sell
6,683
-520
-7% -$77.2K 0.07% 242
2024
Q4
$943K Sell
7,203
-1,555
-18% -$204K 0.08% 217
2024
Q3
$1.08M Sell
8,758
-15
-0.2% -$1.86K 0.08% 222
2024
Q2
$930K Sell
8,773
-133
-1% -$14.1K 0.08% 214
2024
Q1
$928K Hold
8,906
0.09% 214
2023
Q4
$809K Buy
8,906
+5
+0.1% +$454 0.07% 244
2023
Q3
$714K Hold
8,901
0.06% 253
2023
Q2
$610K Buy
8,901
+606
+7% +$41.5K 0.05% 279
2023
Q1
$655K Buy
8,295
+1,044
+14% +$82.5K 0.06% 257
2022
Q4
$471K Sell
7,251
-1,251
-15% -$81.2K 0.05% 308
2022
Q3
$480K Sell
8,502
-41
-0.5% -$2.32K 0.05% 326
2022
Q2
$583K Buy
8,543
+3,338
+64% +$228K 0.06% 284
2022
Q1
$457K Buy
5,205
+4,605
+768% +$404K 0.03% 380
2021
Q4
$60K Hold
600
﹤0.01% 945
2021
Q3
$48K Hold
600
﹤0.01% 1021
2021
Q2
$51K Hold
600
﹤0.01% 972
2021
Q1
$44K Sell
600
-100
-14% -$7.33K ﹤0.01% 966
2020
Q4
$44K Hold
700
﹤0.01% 899
2020
Q3
$41K Buy
+700
New +$41K ﹤0.01% 903
2019
Q4
Sell
-4
Closed 1987
2019
Q3
$0 Buy
+4
New ﹤0.01% 1959