Buckingham Strategic Wealth’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $423K | Buy |
|
|||||
|
2024
Q1 | $442K | Buy |
|
|||||
|
2023
Q4 | $375K | Buy |
|
|||||
|
2023
Q3 | $315K | Buy |
|
|||||
|
2023
Q2 | $215K | Sell |
|
|||||
|
2023
Q1 | $295K | Hold |
|
|||||
|
2022
Q4 | $295K | Buy |
|
|||||
|
2022
Q3 | $242K | Hold |
|
|||||
|
2022
Q2 | $238K | Sell |
|
|||||
|
2022
Q1 | $286K | Buy |
|
|||||
|
2021
Q4 | $286K | Sell |
|
|||||
|
2021
Q3 | $282K | Hold |
|
|||||
|
2021
Q2 | $279K | Sell |
|
|||||
|
2021
Q1 | $346K | Hold |
|
|||||
|
2020
Q4 | $319K | Sell |
|
|||||
|
2020
Q3 | $331K | Buy |
|
|||||
|
2020
Q2 | $309K | Sell |
|
|||||
|
2020
Q1 | $268K | Buy |
|
|||||
|
2019
Q4 | $314K | Hold |
|
|||||
|
2019
Q3 | $300K | Hold |
|
|||||
|
2019
Q2 | $297K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $243K | Sell |
|
|||||
|
2017
Q2 | $249K | Sell |
|
|||||
|
2017
Q1 | $265K | Sell |
|
|||||
|
2016
Q4 | $297K | Buy |
|
|||||
|
2016
Q3 | $269K | Sell |
|
|||||
|
2016
Q2 | $253K | Sell |
|
|||||
|
2016
Q1 | $436K | Buy |
|