Bell Investment 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 | $17.8K | Hold |
58
| – | – | ﹤0.01% | 461 |
|
|
2025
Q1 | $19.6K | Hold |
58
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $18.2K | Hold |
58
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $17.1K | Hold |
58
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $15.2K | Buy |
58
+9
| +18% | +$2.36K | ﹤0.01% | 459 |
|
|
2024
Q1 | $13.5K | Sell |
49
-11
| -18% | -$3.03K | ﹤0.01% | 480 |
|
|
2023
Q4 | $14.5K | Buy |
60
+13
| +28% | +$3.14K | ﹤0.01% | 434 |
|
|
2023
Q3 | $9.82K | Sell |
47
-47
| -50% | -$9.82K | ﹤0.01% | 509 |
|
|
2023
Q2 | $22.1K | Buy |
94
+5
| +6% | +$1.18K | ﹤0.01% | 297 |
|
|
2023
Q1 | $20.7K | Buy |
89
+3
| +3% | +$697 | ﹤0.01% | 297 |
|
|
2022
Q4 | $21K | Buy |
86
+7
| +9% | +$1.71K | 0.01% | 294 |
|
|
2022
Q3 | $16K | Buy |
79
+44
| +126% | +$8.91K | 0.01% | 304 |
|
|
2022
Q2 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 582 |
|
|
2021
Q4 | $6K | Hold |
26
| – | – | ﹤0.01% | 722 |
|
|
2021
Q3 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 674 |
|