Williams Jones Wealth Management’s Tradeweb Markets TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $688K | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $2.16M | Sell |
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|
2021
Q3 | $1.9M | Sell |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.57M | Sell |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.7M | Buy |
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