Atria Wealth Solutions’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 | $1.16M | Buy |
+3,780
| New | +$1.16M | 0.03% | 587 |
|
|
2025
Q1 | – | Sell |
-840
| Closed | -$263K | – | 2068 |
|
|
2024
Q4 | $263K | Buy |
+840
| New | +$263K | ﹤0.01% | 1613 |
|
|
2023
Q2 | – | Sell |
-1,064
| Closed | -$247K | – | 1986 |
|
|
2023
Q1 | $247K | Sell |
1,064
-87
| -8% | -$20.2K | ﹤0.01% | 1526 |
|
|
2022
Q4 | $282K | Buy |
+1,151
| New | +$282K | ﹤0.01% | 1392 |
|