Y-Intercept (HK)’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,752
Closed -$209K 2095
2025
Q1
$209K Sell
6,752
-1,160
-15% -$35.9K 0.01% 1041
2024
Q4
$244K Buy
+7,912
New +$244K 0.02% 996