Focus Partners Wealth’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
$60.3M Sell
411,581
-57,005
-12% -$8.35M 0.13% 163
2025
Q1
$69.6M Sell
468,586
-5,586
-1% -$829K 0.17% 126
2024
Q4
$62.1M Sell
474,172
-9,596
-2% -$1.26M 0.16% 125
2024
Q3
$59.8M Sell
483,768
-18,793
-4% -$2.32M 0.19% 112
2024
Q2
$53.3M Buy
502,561
+500,567
+25,104% +$53.1M 0.18% 127
2024
Q1
$208K Buy
+1,994
New +$208K ﹤0.01% 926