Beaird Harris 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
Q2 | – | Sell |
-8
| Closed | -$2.2K | – | 799 |
|
|
2024
Q1 | $2.2K | Sell |
8
-24
| -75% | -$6.6K | ﹤0.01% | 458 |
|
|
2023
Q4 | $7.72K | Buy |
+32
| New | +$7.72K | ﹤0.01% | 348 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$3.18K | – | 755 |
|
|
2022
Q4 | $3.18K | Buy |
+13
| New | +$3.18K | ﹤0.01% | 499 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$3K | – | 627 |
|
|
2022
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 505 |
|