Crewe Advisors’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 | $27.6K | Sell |
90
-4
| -4% | -$1.23K | ﹤0.01% | 332 |
|
|
2025
Q1 | $31.8K | Buy |
+94
| New | +$31.8K | ﹤0.01% | 308 |
|
|
2024
Q4 | – | Sell |
-90
| Closed | -$26.5K | – | 810 |
|
|
2024
Q3 | $26.5K | Hold |
90
| – | – | ﹤0.01% | 375 |
|
|
2024
Q2 | $23.6K | Buy |
+90
| New | +$23.6K | ﹤0.01% | 520 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$4.4K | – | 1043 |
|
|
2022
Q4 | $4.4K | Sell |
18
-42
| -70% | -$10.3K | ﹤0.01% | 697 |
|
|
2022
Q3 | $12K | Buy |
60
+17
| +40% | +$3.4K | ﹤0.01% | 621 |
|
|
2022
Q2 | $8K | Buy |
+43
| New | +$8K | ﹤0.01% | 673 |
|