AWM
Avior Wealth Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23
| Closed | -$7.2K | – | 2362 |
|
|
2024
Q4 | $7.2K | Buy |
23
+3
| +15% | +$940 | ﹤0.01% | 1734 |
|
|
2024
Q3 | $5.89K | Sell |
20
-1
| -5% | -$295 | ﹤0.01% | 1723 |
|
|
2024
Q2 | $5.5K | Sell |
21
-9
| -30% | -$2.36K | ﹤0.01% | 1695 |
|
|
2024
Q1 | $8.25K | Buy |
30
+27
| +900% | +$7.43K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $723 | Hold |
3
| – | – | ﹤0.01% | 1400 |
|
|
2023
Q3 | $626 | Hold |
3
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q2 | $706 | Hold |
3
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q1 | $697 | Hold |
3
| – | – | ﹤0.01% | 1494 |
|
|
2022
Q4 | $733 | Hold |
3
| – | – | ﹤0.01% | 1146 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1251 |
|
|
2020
Q4 | – | Sell |
-1,152
| Closed | -$240K | – | 1109 |
|
|
2020
Q3 | $240K | Sell |
1,152
-274
| -19% | -$57.1K | 0.03% | 357 |
|
|
2020
Q2 | $280K | Sell |
1,426
-64
| -4% | -$12.6K | 0.04% | 339 |
|
|
2020
Q1 | $253K | Buy |
1,490
+319
| +27% | +$54.2K | 0.05% | 303 |
|
|
2019
Q4 | $236K | Buy |
+1,171
| New | +$236K | 0.04% | 354 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 885 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 820 |
|
|
2019
Q1 | – | Sell |
-1,397
| Closed | -$212K | – | 731 |
|
|
2018
Q4 | $212K | Sell |
1,397
-81
| -5% | -$12.3K | 0.05% | 299 |
|
|
2018
Q3 | $208K | Buy |
1,478
+196
| +15% | +$27.6K | 0.04% | 330 |
|
|
2018
Q2 | $194K | Sell |
1,282
-107
| -8% | -$16.2K | 0.04% | 334 |
|
|
2018
Q1 | $211K | Sell |
1,389
-94
| -6% | -$14.3K | 0.05% | 297 |
|
|
2017
Q4 | $223K | Buy |
+1,483
| New | +$223K | 0.05% | 303 |
|