SVB Wealth’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 | $1.38M | Buy |
+9,418
| New | +$1.38M | 0.07% | 199 |
|
|
2025
Q1 | – | Sell |
-40,112
| Closed | -$5.25M | – | 1778 |
|
|
2024
Q4 | $5.25M | Buy |
+40,112
| New | +$5.25M | 0.1% | 136 |
|
|
2024
Q3 | – | Sell |
-47,040
| Closed | -$4.99M | – | 566 |
|
|
2024
Q2 | $4.99M | Sell |
47,040
-20,674
| -31% | -$2.19M | 0.12% | 151 |
|
|
2024
Q1 | $7.05M | Sell |
67,714
-11,037
| -14% | -$1.15M | 0.16% | 141 |
|
|
2023
Q4 | $7.16M | Sell |
78,751
-33,363
| -30% | -$3.03M | 0.17% | 134 |
|
|
2023
Q3 | $8.99M | Sell |
112,114
-7,326
| -6% | -$587K | 0.2% | 113 |
|
|
2023
Q2 | $8.18M | Sell |
119,440
-8,802
| -7% | -$603K | 0.15% | 131 |
|
|
2023
Q1 | $10.1M | Sell |
128,242
-7,028
| -5% | -$555K | 0.14% | 124 |
|
|
2022
Q4 | $8.78M | Buy |
+135,270
| New | +$8.78M | 0.12% | 128 |
|