Annis Gardner Whiting Capital Advisors’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 | $41.2K | Buy |
134
+1
| +0.8% | +$307 | 0.01% | 450 |
|
|
2025
Q1 | $45.1K | Buy |
133
+1
| +0.8% | +$339 | 0.02% | 360 |
|
|
2024
Q4 | $41.5K | Sell |
132
-7
| -5% | -$2.2K | 0.01% | 367 |
|
|
2024
Q3 | $41.1K | Buy |
139
+11
| +9% | +$3.25K | 0.01% | 386 |
|
|
2024
Q2 | $33.7K | Buy |
128
+38
| +42% | +$9.99K | 0.01% | 469 |
|
|
2024
Q1 | $24.8K | Buy |
90
+5
| +6% | +$1.38K | 0.01% | 503 |
|
|
2023
Q4 | $20.6K | Hold |
85
| – | – | 0.01% | 396 |
|
|
2023
Q3 | $17.8K | Buy |
+85
| New | +$17.8K | 0.01% | 403 |
|