West Oak Capital’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 | $878 | Hold |
600
| – | – | 0.03% | 149 |
|
|
2025
Q1 | $891 | Hold |
600
| – | – | 0.03% | 150 |
|
|
2024
Q4 | $786K | Hold |
600
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $742 | Hold |
600
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $63.6K | Buy |
+600
| New | +$63.6K | 0.03% | 173 |
|
|
2020
Q3 | – | Sell |
-1,700
| Closed | -$99K | – | 330 |
|
|
2020
Q2 | $99K | Buy |
+1,700
| New | +$99K | 0.06% | 133 |
|