Concourse Financial Group Securities’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 |
-64
| Closed | -$20.5K | – | 8447 |
|
|
2024
Q4 | $20.5K | Buy |
+64
| New | +$20.5K | ﹤0.01% | 1540 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8581 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8591 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8595 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.47K | – | 8528 |
|
|
2023
Q3 | $1.47K | Sell |
7
-3
| -30% | -$629 | ﹤0.01% | 2044 |
|
|
2023
Q2 | $2.36K | Buy |
10
+5
| +100% | +$1.18K | ﹤0.01% | 1985 |
|
|
2023
Q1 | $1.17K | Hold |
5
| – | – | ﹤0.01% | 2141 |
|
|
2022
Q4 | $1.23K | Buy |
+5
| New | +$1.23K | ﹤0.01% | 2120 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 7645 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2150 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7404 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7282 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7043 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6788 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6549 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6349 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6140 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$2K | – | 5987 |
|
|
2020
Q1 | $2K | Sell |
13
-7
| -35% | -$1.08K | ﹤0.01% | 1942 |
|
|
2019
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 1719 |
|
|
2019
Q3 | $4K | Sell |
20
-36
| -64% | -$7.2K | ﹤0.01% | 1399 |
|
|
2019
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 1468 |
|
|
2019
Q1 | $9K | Buy |
56
+28
| +100% | +$4.5K | ﹤0.01% | 1560 |
|
|
2018
Q4 | $4K | Sell |
28
-52
| -65% | -$7.43K | ﹤0.01% | 1767 |
|
|
2018
Q3 | $11K | Buy |
+80
| New | +$11K | ﹤0.01% | 1078 |
|