Abound 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 | $7.97K | Hold |
26
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $8.79K | Sell |
26
-5
| -16% | -$1.69K | ﹤0.01% | 426 |
|
|
2024
Q4 | $9.71K | Sell |
31
-5
| -14% | -$1.57K | ﹤0.01% | 391 |
|
|
2024
Q3 | $10.6K | Buy |
36
+12
| +50% | +$3.54K | ﹤0.01% | 402 |
|
|
2024
Q2 | $6.29K | Hold |
24
| – | – | ﹤0.01% | 449 |
|
|
2024
Q1 | $6.6K | Sell |
24
-1
| -4% | -$275 | ﹤0.01% | 454 |
|
|
2023
Q4 | $5.92K | Sell |
25
-1
| -4% | -$237 | ﹤0.01% | 468 |
|
|
2023
Q3 | $5.44K | Sell |
26
-1
| -4% | -$209 | ﹤0.01% | 445 |
|
|
2023
Q2 | $6.36K | Buy |
27
+5
| +23% | +$1.18K | ﹤0.01% | 434 |
|
|
2023
Q1 | $5.12K | Buy |
22
+9
| +69% | +$2.09K | ﹤0.01% | 401 |
|
|
2022
Q4 | $3.18K | Buy |
13
+7
| +117% | +$1.71K | ﹤0.01% | 440 |
|
|
2022
Q3 | $1.21K | Buy |
+6
| New | +$1.21K | ﹤0.01% | 578 |
|