Carolinas Wealth Consulting’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
| Closed | -$629 | – | 1100 |
|
|
2024
Q4 | $629 | Hold |
2
| – | – | ﹤0.01% | 986 |
|
|
2024
Q3 | $591 | Hold |
2
| – | – | ﹤0.01% | 989 |
|
|
2024
Q2 | $525 | Hold |
2
| – | – | ﹤0.01% | 988 |
|
|
2024
Q1 | $552 | Hold |
2
| – | – | ﹤0.01% | 970 |
|
|
2023
Q4 | $484 | Hold |
2
| – | – | ﹤0.01% | 922 |
|
|
2023
Q3 | $472 | Hold |
2
| – | – | ﹤0.01% | 931 |
|
|
2023
Q2 | $473 | Hold |
2
| – | – | ﹤0.01% | 998 |
|
|
2023
Q1 | $466 | Hold |
2
| – | – | ﹤0.01% | 997 |
|
|
2022
Q4 | $491 | Hold |
2
| – | – | ﹤0.01% | 995 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 948 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 961 |
|
|
2022
Q1 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1024 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 947 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 922 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 930 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 925 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 899 |
|
|
2020
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 628 |
|