Accretive Wealth Partners’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 | $2.02M | Buy |
6,581
+79
| +1% | +$24.2K | 0.66% | 51 |
|
|
2025
Q1 | $2M | Buy |
6,502
+536
| +9% | +$165K | 0.71% | 46 |
|
|
2024
Q4 | $1.87M | Sell |
5,966
-48
| -0.8% | -$15K | 0.79% | 41 |
|
|
2024
Q3 | $1.77M | Sell |
6,014
-136
| -2% | -$40.1K | 0.74% | 44 |
|
|
2024
Q2 | $1.61M | Buy |
6,150
+48
| +0.8% | +$12.6K | 0.67% | 45 |
|
|
2024
Q1 | $1.54M | Buy |
6,102
+22
| +0.4% | +$5.54K | 0.68% | 48 |
|
|
2023
Q4 | $1.47M | Buy |
6,080
+17
| +0.3% | +$4.1K | 0.7% | 48 |
|
|
2023
Q3 | $1.27M | Buy |
6,063
+157
| +3% | +$32.8K | 0.76% | 42 |
|
|
2023
Q2 | $1.39M | Buy |
5,906
+139
| +2% | +$32.7K | 0.82% | 37 |
|
|
2023
Q1 | $1.34M | Buy |
5,767
+72
| +1% | +$16.7K | 0.86% | 35 |
|
|
2022
Q4 | $1.39M | Buy |
5,695
+104
| +2% | +$25.4K | 0.96% | 34 |
|
|
2022
Q3 | $1.12M | Buy |
5,591
+21
| +0.4% | +$4.22K | 0.86% | 38 |
|
|
2022
Q2 | $1.1M | Buy |
5,570
+213
| +4% | +$42K | 0.8% | 44 |
|
|
2022
Q1 | $1.27M | Buy |
5,357
+196
| +4% | +$46.3K | 0.79% | 42 |
|
|
2021
Q4 | $1.23M | Buy |
5,161
+222
| +4% | +$52.7K | 0.78% | 44 |
|
|
2021
Q3 | $1.15M | Buy |
+4,939
| New | +$1.15M | 0.81% | 47 |
|