Carson Wealth (CWM LLC)’s Tradeweb Markets TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Sell |
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|
2025
Q2 | $794K | Buy |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $131K | Buy |
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|
2023
Q4 | $66K | Buy |
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|
2023
Q3 | $57K | Hold |
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|
2023
Q2 | $49K | Buy |
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|
2023
Q1 | $55K | Buy |
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|
2022
Q4 | $40K | Buy |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $2K | Buy |
|