GeoWealth 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 Q1	–	Sell	-95	Closed	-$12.4K	–	1752
2024 Q4	$12.4K	Buy	95 +10	+12%	+$1.31K	﹤0.01%	1458
2024 Q3	$10.5K	Buy	+85	New	+$10.5K	﹤0.01%	1364