Connecticut Wealth Management’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 | $328K | Hold |
1,069
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $361K | Hold |
1,069
| – | – | 0.02% | 238 |
|
|
2024
Q4 | $335K | Sell |
1,069
-13
| -1% | -$4.07K | 0.02% | 219 |
|
|
2024
Q3 | $319K | Sell |
1,082
-18
| -2% | -$5.3K | 0.02% | 259 |
|
|
2024
Q2 | $288K | Buy |
1,100
+2
| +0.2% | +$524 | 0.01% | 270 |
|
|
2024
Q1 | $302K | Buy |
1,098
+10
| +0.9% | +$2.75K | 0.02% | 268 |
|
|
2023
Q4 | $262K | Buy |
1,088
+23
| +2% | +$5.55K | 0.02% | 276 |
|
|
2023
Q3 | $223K | Sell |
1,065
-1
| -0.1% | -$209 | 0.02% | 272 |
|
|
2023
Q2 | $251K | Sell |
1,066
-5
| -0.5% | -$1.18K | 0.02% | 226 |
|
|
2023
Q1 | $249K | Buy |
+1,071
| New | +$249K | 0.02% | 220 |
|