Capital Advisors Ltd’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 | $55K | Hold |
178
| – | – | 0.01% | 453 |
|
|
2025
Q1 | $60K | Hold |
178
| – | – | 0.01% | 428 |
|
|
2024
Q4 | $56K | Hold |
178
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $52K | Hold |
178
| – | – | 0.01% | 445 |
|
|
2024
Q2 | $47K | Buy |
178
+4
| +2% | +$1.06K | 0.01% | 455 |
|
|
2024
Q1 | $48K | Buy |
174
+2
| +1% | +$552 | 0.01% | 444 |
|
|
2023
Q4 | $41K | Hold |
172
| – | – | 0.01% | 456 |
|
|
2023
Q3 | $36K | Hold |
172
| – | – | 0.01% | 463 |
|
|
2023
Q2 | $41K | Buy |
+172
| New | +$41K | 0.01% | 457 |
|
|
2023
Q1 | – | Sell |
-172
| Closed | – | – | 1594 |
|
|
2022
Q4 | $0 | Buy |
+172
| New | – | ﹤0.01% | 1697 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1560 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 927 |
|
|
2022
Q1 | $1K | Buy |
6
+4
| +200% | +$667 | ﹤0.01% | 834 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 962 |
|