Arax Advisory 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 | $88.6K | Buy |
289
+159
| +122% | +$48.7K | ﹤0.01% | 983 |
|
|
2025
Q1 | $43.9K | Buy |
130
+75
| +136% | +$25.3K | ﹤0.01% | 997 |
|
|
2024
Q4 | $17.2K | Hold |
55
| – | – | ﹤0.01% | 1262 |
|
|
2024
Q3 | $16.2K | Buy |
55
+4
| +8% | +$1.18K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $13.4K | Buy |
51
+46
| +920% | +$12.1K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $1.38K | Sell |
5
-1
| -17% | -$275 | ﹤0.01% | 1099 |
|
|
2023
Q4 | $1.45K | Hold |
6
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q3 | $1.25K | Hold |
6
| – | – | ﹤0.01% | 1091 |
|
|
2023
Q2 | $1.41K | Hold |
6
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q1 | $1.4K | Hold |
6
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q4 | $1.47K | Hold |
6
| – | – | ﹤0.01% | 995 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 975 |
|