Bruce G. Allen Investments’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 | $14.4K | Sell |
47
-5
| -10% | -$1.53K | 0.01% | 430 |
|
|
2025
Q1 | $17.6K | Hold |
52
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $16.3K | Buy |
52
+5
| +11% | +$1.57K | 0.01% | 411 |
|
|
2024
Q3 | $13.8K | Hold |
47
| – | – | 0.01% | 437 |
|
|
2024
Q2 | $12.3K | Hold |
47
| – | – | 0.01% | 437 |
|
|
2024
Q1 | $12.9K | Hold |
47
| – | – | 0.01% | 434 |
|
|
2023
Q4 | $11.3K | Buy |
+47
| New | +$11.3K | 0.01% | 455 |
|