44 Wealth Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
2,879
-17
| -0.6% | -$5.21K | 0.31% | 103 |
|
|
2025
Q1 | $979K | Sell |
2,896
-15
| -0.5% | -$5.07K | 0.37% | 93 |
|
|
2024
Q4 | $912K | Sell |
2,911
-218
| -7% | -$68.3K | 0.35% | 88 |
|
|
2024
Q3 | $913K | Buy |
+3,129
| New | +$913K | 0.32% | 100 |
|
|
2023
Q2 | $428K | Sell |
1,816
-14
| -0.8% | -$3.3K | 0.15% | 116 |
|
|
2023
Q1 | $425K | Sell |
1,830
-19
| -1% | -$4.42K | 0.14% | 118 |
|
|
2022
Q4 | $452K | Sell |
1,849
-23
| -1% | -$5.63K | 0.16% | 113 |
|
|
2022
Q3 | $376K | Buy |
1,872
+458
| +32% | +$92K | 0.15% | 112 |
|
|
2022
Q2 | $279K | Buy |
1,414
+6
| +0.4% | +$1.18K | 0.11% | 141 |
|
|
2022
Q1 | $333K | Buy |
1,408
+503
| +56% | +$119K | 0.12% | 136 |
|
|
2021
Q4 | $215K | Buy |
+905
| New | +$215K | 0.07% | 176 |
|
|
2021
Q1 | – | Sell |
-951
| Closed | -$200K | – | 190 |
|
|
2020
Q4 | $200K | Buy |
+951
| New | +$200K | 0.09% | 155 |
|