Bleakley Financial Group’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
Q1 | – | Sell |
-2,589
| Closed | -$811K | – | 1025 |
|
|
2024
Q4 | $811K | Buy |
2,589
+114
| +5% | +$35.7K | 0.02% | 472 |
|
|
2024
Q3 | $729K | Buy |
2,475
+47
| +2% | +$13.8K | 0.02% | 488 |
|
|
2024
Q2 | $636K | Sell |
2,428
-39
| -2% | -$10.2K | 0.02% | 528 |
|
|
2024
Q1 | $678K | Buy |
2,467
+96
| +4% | +$26.4K | 0.02% | 529 |
|
|
2023
Q4 | $572K | Buy |
2,371
+173
| +8% | +$41.7K | 0.02% | 548 |
|
|
2023
Q3 | $459K | Sell |
2,198
-442
| -17% | -$92.4K | 0.02% | 565 |
|
|
2023
Q2 | $622K | Sell |
2,640
-12
| -0.5% | -$2.83K | 0.02% | 527 |
|
|
2023
Q1 | $616K | Buy |
2,652
+231
| +10% | +$53.7K | 0.02% | 513 |
|
|
2022
Q4 | $592K | Buy |
+2,421
| New | +$592K | 0.02% | 505 |
|