Geneos Wealth Management’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 | $44.2K | Sell |
302
-125
| -29% | -$18.3K | ﹤0.01% | 1639 |
|
|
2025
Q1 | $95.8K | Buy |
427
+205
| +92% | +$46K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $29K | Buy |
222
+8
| +4% | +$1.05K | ﹤0.01% | 1558 |
|
|
2024
Q3 | $26.5K | Buy |
214
+66
| +45% | +$8.18K | ﹤0.01% | 1445 |
|
|
2024
Q2 | $15.7K | Hold |
148
| – | – | ﹤0.01% | 1414 |
|
|
2024
Q1 | $15.4K | Hold |
148
| – | – | ﹤0.01% | 1438 |
|
|
2023
Q4 | $13.5K | Sell |
148
-10
| -6% | -$909 | ﹤0.01% | 1468 |
|
|
2023
Q3 | $12.7K | Buy |
158
+10
| +7% | +$801 | ﹤0.01% | 1499 |
|
|
2023
Q2 | $10.1K | Hold |
148
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q1 | $11.7K | Buy |
148
+1
| +0.7% | +$79 | ﹤0.01% | 1506 |
|
|
2022
Q4 | $9.57K | Hold |
147
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q3 | $8K | Hold |
147
| – | – | ﹤0.01% | 1590 |
|
|
2022
Q2 | $10K | Buy |
+147
| New | +$10K | ﹤0.01% | 1963 |
|