Montag & Associates’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 | $48.7K | Sell |
332
-465
| -58% | -$68.1K | ﹤0.01% | 584 |
|
|
2025
Q1 | $118K | Buy |
797
+8
| +1% | +$1.19K | 0.01% | 481 |
|
|
2024
Q4 | $103K | Buy |
789
+324
| +70% | +$42.4K | ﹤0.01% | 493 |
|
|
2024
Q3 | $57.5K | Hold |
465
| – | – | ﹤0.01% | 587 |
|
|
2024
Q2 | $49.3K | Hold |
465
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $48.4K | Buy |
+465
| New | +$48.4K | ﹤0.01% | 600 |
|