Cornerstone Planning Group’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 | $28.6K | Buy |
88
+3
| +4% | +$974 | 0.01% | 349 |
|
|
2025
Q1 | $27.7K | Buy |
85
+75
| +750% | +$24.4K | 0.01% | 341 |
|
|
2024
Q4 | $3.29K | Hold |
10
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $2.92K | Buy |
10
+1
| +11% | +$292 | ﹤0.01% | 691 |
|
|
2024
Q2 | $2.47K | Buy |
9
+1
| +13% | +$274 | ﹤0.01% | 718 |
|
|
2024
Q1 | $2.02K | Buy |
8
+6
| +300% | +$1.51K | ﹤0.01% | 664 |
|
|
2023
Q4 | $482 | Hold |
2
| – | – | ﹤0.01% | 781 |
|
|
2023
Q3 | $418 | Buy |
+2
| New | +$418 | ﹤0.01% | 918 |
|