Integrated Wealth Concepts’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
Q2 | $724K | Buy |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $523K | Buy |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $369K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $285K | Buy |
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