Benjamin F. Edwards & Company’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 | $339K | Buy |
1,296
+12
| +0.9% | +$3.14K | 0.01% | 788 |
|
|
2024
Q1 | $353K | Buy |
1,284
+203
| +19% | +$55.8K | 0.01% | 744 |
|
|
2023
Q4 | $261K | Buy |
1,081
+1,079
| +53,950% | +$261K | 0.01% | 788 |
|
|
2023
Q3 | $0 | Sell |
2
-2
| -50% | – | ﹤0.01% | 1842 |
|
|
2023
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1739 |
|
|
2020
Q2 | – | Sell |
-29
| Closed | -$5K | – | 1811 |
|
|
2020
Q1 | $5K | Sell |
29
-4
| -12% | -$690 | ﹤0.01% | 1444 |
|
|
2019
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 1533 |
|
|
2019
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q2 | $6K | Buy |
33
+28
| +560% | +$5.09K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1665 |
|
|
2018
Q1 | – | Sell |
-23
| Closed | -$3K | – | 1667 |
|
|
2017
Q4 | $3K | Hold |
23
| – | – | ﹤0.01% | 1422 |
|
|
2017
Q3 | $4K | Hold |
23
| – | – | ﹤0.01% | 1333 |
|
|
2017
Q2 | $3K | Hold |
23
| – | – | ﹤0.01% | 1321 |
|
|
2017
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 1237 |
|