AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,903
| Closed | -$974K | – | 2007 |
|
|
2023
Q4 | $974K | Buy |
+3,903
| New | +$974K | 0.01% | 1162 |
|
|
2020
Q4 | – | Sell |
-1,376
| Closed | -$287K | – | 1418 |
|
|
2020
Q3 | $287K | Buy |
+1,376
| New | +$287K | ﹤0.01% | 1053 |
|
|
2020
Q1 | – | Sell |
-1,513
| Closed | -$306K | – | 1277 |
|
|
2019
Q4 | $306K | Sell |
1,513
-1,564
| -51% | -$316K | 0.01% | 894 |
|
|
2019
Q3 | $594K | Buy |
3,077
+998
| +48% | +$193K | 0.02% | 574 |
|
|
2019
Q2 | $398K | Sell |
2,079
-271
| -12% | -$51.9K | 0.01% | 651 |
|
|
2019
Q1 | $413K | Buy |
+2,350
| New | +$413K | 0.03% | 386 |
|