Sequoia Financial Advisors’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 | $9.12M | Buy |
62,292
+3,131
| +5% | +$458K | 0.06% | 200 |
|
|
2025
Q1 | $8.78M | Buy |
59,161
+4,950
| +9% | +$735K | 0.07% | 204 |
|
|
2024
Q4 | $7.1M | Buy |
54,211
+2,525
| +5% | +$331K | 0.07% | 214 |
|
|
2024
Q3 | $6.39M | Buy |
51,686
+3,025
| +6% | +$374K | 0.07% | 190 |
|
|
2024
Q2 | $5.16M | Buy |
48,661
+2,268
| +5% | +$240K | 0.06% | 187 |
|
|
2024
Q1 | $4.83M | Sell |
46,393
-3,943
| -8% | -$411K | 0.06% | 199 |
|
|
2023
Q4 | $4.57M | Buy |
+50,336
| New | +$4.57M | 0.06% | 218 |
|