Checchi Capital Advisers’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 | $255K | Sell |
833
-59
| -7% | -$18.1K | 0.01% | 487 |
|
|
2025
Q1 | $301K | Buy |
892
+6
| +0.7% | +$2.03K | 0.02% | 455 |
|
|
2024
Q4 | $278K | Sell |
886
-5
| -0.6% | -$1.57K | 0.02% | 455 |
|
|
2024
Q3 | $262K | Sell |
891
-4
| -0.4% | -$1.18K | 0.01% | 471 |
|
|
2024
Q2 | $235K | Buy |
895
+11
| +1% | +$2.88K | 0.01% | 493 |
|
|
2024
Q1 | $243K | Buy |
884
+47
| +6% | +$12.9K | 0.02% | 499 |
|
|
2023
Q4 | $202K | Buy |
+837
| New | +$202K | 0.02% | 530 |
|
|
2022
Q2 | – | Sell |
-850
| Closed | -$201K | – | 614 |
|
|
2022
Q1 | $201K | Buy |
+850
| New | +$201K | 0.02% | 520 |
|
|
2016
Q3 | – | Sell |
-405
| Closed | -$50K | – | 1223 |
|
|
2016
Q2 | $50K | Hold |
405
| – | – | 0.01% | 839 |
|
|
2016
Q1 | $48K | Buy |
+405
| New | +$48K | 0.01% | 837 |
|