WhitTier Trust Company’s Tradeweb Markets TW Stock Holding History

WhitTier Trust Company’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.7K	Buy	265 +33	+14%	+$3.78K	﹤0.01%	800
2025 Q4	$25.7K	Hold	232	–	–	﹤0.01%	850
2025 Q3	$25.5K	Hold	232	–	–	﹤0.01%	836
2025 Q2	$34K	Hold	232	–	–	﹤0.01%	871
2025 Q1	$34.4K	Buy	232 +85	+58%	+$11.3K	﹤0.01%	851
2024 Q4	$19.2K	Buy	+147	New	+$19.4K	﹤0.01%	953
2022 Q4	–	Sell	-1,000	Closed	-$56K	–	1215
2022 Q3	$56K	Hold	1,000	–	–	﹤0.01%	646
2022 Q2	$68K	Hold	1,000	–	–	﹤0.01%	620
2022 Q1	$88K	Hold	1,000	–	–	﹤0.01%	585
2021 Q4	$100K	Hold	1,000	–	–	﹤0.01%	573
2021 Q3	$81K	Hold	1,000	–	–	﹤0.01%	591
2021 Q2	$85K	Hold	1,000	–	–	﹤0.01%	574
2021 Q1	$74K	Buy	+1,000	New	+$68.7K	﹤0.01%	580

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