HighTower Advisors’s Tidewater TDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $559K | Buy |
12,120
+994
| +9% | +$45.9K | ﹤0.01% | 2416 |
|
2025
Q1 | $470K | Sell |
11,126
-5,617
| -34% | -$237K | ﹤0.01% | 2498 |
|
2024
Q4 | $916K | Buy |
16,743
+2,666
| +19% | +$146K | ﹤0.01% | 2015 |
|
2024
Q3 | $1.01M | Sell |
14,077
-13,169
| -48% | -$945K | ﹤0.01% | 1925 |
|
2024
Q2 | $2.6M | Buy |
27,246
+13,669
| +101% | +$1.3M | ﹤0.01% | 1310 |
|
2024
Q1 | $1.25M | Buy |
13,577
+1,401
| +12% | +$129K | ﹤0.01% | 1682 |
|
2023
Q4 | $880K | Sell |
12,176
-1,118
| -8% | -$80.8K | ﹤0.01% | 1903 |
|
2023
Q3 | $931K | Buy |
13,294
+8,799
| +196% | +$616K | ﹤0.01% | 1815 |
|
2023
Q2 | $248K | Buy |
+4,495
| New | +$248K | ﹤0.01% | 2682 |
|
2017
Q2 | – | Sell |
-341
| Closed | -$13K | – | 2164 |
|
2017
Q1 | $13K | Buy |
+341
| New | +$13K | ﹤0.01% | 1964 |
|
2016
Q1 | – | Sell |
-4,723
| Closed | -$1.06M | – | 2090 |
|
2015
Q4 | $1.06M | Sell |
4,723
-1,462
| -24% | -$328K | 0.01% | 940 |
|
2015
Q3 | $2.62M | Sell |
6,185
-1,173
| -16% | -$497K | 0.03% | 516 |
|
2015
Q2 | $5.4M | Buy |
+7,358
| New | +$5.4M | 0.09% | 253 |
|