Allworth 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 | $2.28M | Buy |
15,553
+15,231
| +4,730% | +$2.23M | 0.01% | 450 |
|
|
2025
Q1 | $43.5K | Buy |
322
+35
| +12% | +$4.73K | ﹤0.01% | 1618 |
|
|
2024
Q4 | $36.9K | Buy |
287
+32
| +13% | +$4.11K | ﹤0.01% | 1729 |
|
|
2024
Q3 | $31.5K | Sell |
255
-2
| -0.8% | -$247 | ﹤0.01% | 1623 |
|
|
2024
Q2 | $28.1K | Buy |
257
+9
| +4% | +$985 | ﹤0.01% | 1662 |
|
|
2024
Q1 | $25.8K | Buy |
248
+147
| +146% | +$15.3K | ﹤0.01% | 1620 |
|
|
2023
Q4 | $9.18K | Buy |
101
+44
| +77% | +$4K | ﹤0.01% | 2014 |
|
|
2023
Q3 | $4.57K | Sell |
57
-141
| -71% | -$11.3K | ﹤0.01% | 2149 |
|
|
2023
Q2 | $13.6K | Sell |
198
-8
| -4% | -$549 | ﹤0.01% | 1754 |
|
|
2023
Q1 | $16.3K | Buy |
206
+11
| +6% | +$871 | ﹤0.01% | 1576 |
|
|
2022
Q4 | $12.7K | Sell |
195
-26
| -12% | -$1.69K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $12K | Sell |
221
-149
| -40% | -$8.09K | ﹤0.01% | 1577 |
|
|
2022
Q2 | $25K | Buy |
370
+211
| +133% | +$14.3K | ﹤0.01% | 1155 |
|
|
2022
Q1 | $14K | Buy |
159
+9
| +6% | +$792 | ﹤0.01% | 1385 |
|
|
2021
Q4 | $15K | Hold |
150
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 1241 |
|
|
2021
Q2 | $13K | Hold |
150
| – | – | ﹤0.01% | 978 |
|
|
2021
Q1 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 968 |
|