Buckingham Strategic Wealth’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 | $423K | Buy |
1,613
+6
| +0.4% | +$1.57K | ﹤0.01% | 508 |
|
|
2024
Q1 | $442K | Buy |
1,607
+54
| +3% | +$14.9K | ﹤0.01% | 497 |
|
|
2023
Q4 | $375K | Buy |
1,553
+45
| +3% | +$10.9K | ﹤0.01% | 512 |
|
|
2023
Q3 | $315K | Buy |
1,508
+593
| +65% | +$124K | ﹤0.01% | 517 |
|
|
2023
Q2 | $215K | Sell |
915
-290
| -24% | -$68.3K | ﹤0.01% | 619 |
|
|
2023
Q1 | $295K | Hold |
1,205
| – | – | 0.01% | 485 |
|
|
2022
Q4 | $295K | Buy |
1,205
+1
| +0.1% | +$245 | 0.01% | 487 |
|
|
2022
Q3 | $242K | Hold |
1,204
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $238K | Sell |
1,204
-5
| -0.4% | -$988 | ﹤0.01% | 519 |
|
|
2022
Q1 | $286K | Buy |
1,209
+5
| +0.4% | +$1.18K | 0.01% | 484 |
|
|
2021
Q4 | $286K | Sell |
1,204
-8
| -0.7% | -$1.9K | 0.01% | 487 |
|
|
2021
Q3 | $282K | Hold |
1,212
| – | – | 0.01% | 477 |
|
|
2021
Q2 | $279K | Sell |
1,212
-300
| -20% | -$69.1K | 0.01% | 475 |
|
|
2021
Q1 | $346K | Hold |
1,512
| – | – | 0.02% | 405 |
|
|
2020
Q4 | $319K | Sell |
1,512
-75
| -5% | -$15.8K | 0.02% | 409 |
|
|
2020
Q3 | $331K | Buy |
1,587
+16
| +1% | +$3.34K | 0.03% | 346 |
|
|
2020
Q2 | $309K | Sell |
1,571
-8
| -0.5% | -$1.57K | 0.03% | 305 |
|
|
2020
Q1 | $268K | Buy |
1,579
+26
| +2% | +$4.41K | 0.03% | 363 |
|
|
2019
Q4 | $314K | Hold |
1,553
| – | – | 0.03% | 349 |
|
|
2019
Q3 | $300K | Hold |
1,553
| – | – | 0.03% | 327 |
|
|
2019
Q2 | $297K | Buy |
+1,553
| New | +$297K | 0.03% | 345 |
|
|
2017
Q4 | – | Sell |
-1,577
| Closed | -$243K | – | 328 |
|
|
2017
Q3 | $243K | Sell |
1,577
-136
| -8% | -$21K | 0.06% | 249 |
|
|
2017
Q2 | $249K | Sell |
1,713
-312
| -15% | -$45.4K | 0.06% | 244 |
|
|
2017
Q1 | $265K | Sell |
2,025
-404
| -17% | -$52.9K | 0.08% | 200 |
|
|
2016
Q4 | $297K | Buy |
2,429
+404
| +20% | +$49.4K | 0.1% | 168 |
|
|
2016
Q3 | $269K | Sell |
2,025
-7
| -0.3% | -$930 | 0.09% | 169 |
|
|
2016
Q2 | $253K | Sell |
2,032
-1,646
| -45% | -$205K | 0.09% | 180 |
|
|
2016
Q1 | $436K | Buy |
+3,678
| New | +$436K | 0.14% | 117 |
|