Creative Planning’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 | $1.12M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $707K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $159 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $729K | Buy |
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|
2019
Q2 | $863K | Buy |
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