Corient Private Wealth’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 | $3.42M | Buy |
11,164
+4,603
| +70% | +$1.41M | ﹤0.01% | 887 |
|
|
2025
Q1 | $2.22M | Buy |
6,561
+461
| +8% | +$156K | ﹤0.01% | 936 |
|
|
2024
Q4 | $1.91M | Sell |
6,100
-1,431
| -19% | -$448K | ﹤0.01% | 1024 |
|
|
2024
Q3 | $2.22M | Buy |
7,531
+1,532
| +26% | +$451K | ﹤0.01% | 1027 |
|
|
2024
Q2 | $1.57M | Buy |
5,999
+355
| +6% | +$93.1K | ﹤0.01% | 1135 |
|
|
2024
Q1 | $1.55M | Buy |
5,644
+997
| +21% | +$274K | ﹤0.01% | 1151 |
|
|
2023
Q4 | $1.12M | Buy |
4,647
+517
| +13% | +$125K | ﹤0.01% | 1238 |
|
|
2023
Q3 | $863K | Buy |
4,130
+469
| +13% | +$98K | ﹤0.01% | 1245 |
|
|
2023
Q2 | $862K | Sell |
3,661
-174
| -5% | -$41K | ﹤0.01% | 1207 |
|
|
2023
Q1 | $893K | Buy |
3,835
+1,477
| +63% | +$344K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $577K | Buy |
+2,358
| New | +$577K | ﹤0.01% | 1095 |
|