Creative Planning’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 | $1.43M | Buy |
9,791
+3,266
| +50% | +$478K | ﹤0.01% | 1568 |
|
|
2025
Q1 | $969K | Buy |
6,525
+1,127
| +21% | +$167K | ﹤0.01% | 1740 |
|
|
2024
Q4 | $707K | Buy |
5,398
+362
| +7% | +$47.4K | ﹤0.01% | 1909 |
|
|
2024
Q3 | $623K | Buy |
5,036
+289
| +6% | +$35.7K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $503K | Buy |
4,747
+621
| +15% | +$65.8K | ﹤0.01% | 1931 |
|
|
2024
Q1 | $430K | Buy |
4,126
+1,427
| +53% | +$149K | ﹤0.01% | 1953 |
|
|
2023
Q4 | $245K | Buy |
+2,699
| New | +$245K | ﹤0.01% | 2245 |
|
|
2023
Q2 | – | Sell |
-2
| Closed | -$159 | – | 2692 |
|
|
2023
Q1 | $159 | Buy |
+2
| New | +$159 | ﹤0.01% | 2528 |
|
|
2020
Q1 | – | Sell |
-24,710
| Closed | -$1.15M | – | 1906 |
|
|
2019
Q4 | $1.15M | Buy |
24,710
+5,000
| +25% | +$232K | ﹤0.01% | 721 |
|
|
2019
Q3 | $729K | Buy |
19,710
+10
| +0.1% | +$370 | ﹤0.01% | 884 |
|
|
2019
Q2 | $863K | Buy |
+19,700
| New | +$863K | ﹤0.01% | 814 |
|