DHJJ Financial 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 | $470K | Sell |
1,535
-215
| -12% | -$65.9K | 0.17% | 99 |
|
|
2025
Q1 | $591K | Hold |
1,750
| – | – | 0.24% | 81 |
|
|
2024
Q4 | $548K | Hold |
1,750
| – | – | 0.21% | 84 |
|
|
2024
Q3 | $515K | Hold |
1,750
| – | – | 0.2% | 90 |
|
|
2024
Q2 | $459K | Sell |
1,750
-2
| -0.1% | -$524 | 0.19% | 91 |
|
|
2024
Q1 | $482K | Hold |
1,752
| – | – | 0.21% | 83 |
|
|
2023
Q4 | $423K | Hold |
1,752
| – | – | 0.2% | 87 |
|
|
2023
Q3 | $366K | Hold |
1,752
| – | – | 0.19% | 90 |
|
|
2023
Q2 | $413K | Hold |
1,752
| – | – | 0.21% | 92 |
|
|
2023
Q1 | $407K | Hold |
1,752
| – | – | 0.22% | 88 |
|
|
2022
Q4 | $429K | Hold |
1,752
| – | – | 0.25% | 87 |
|
|
2022
Q3 | $352K | Hold |
1,752
| – | – | 0.21% | 92 |
|
|
2022
Q2 | $346K | Hold |
1,752
| – | – | 0.19% | 95 |
|
|
2022
Q1 | $416K | Hold |
1,752
| – | – | 0.2% | 91 |
|
|
2021
Q4 | $416K | Sell |
1,752
-311
| -15% | -$73.8K | 0.2% | 91 |
|
|
2021
Q3 | $480K | Hold |
2,063
| – | – | 0.25% | 77 |
|
|
2021
Q2 | $475K | Hold |
2,063
| – | – | 0.25% | 76 |
|
|
2021
Q1 | $472K | Buy |
+2,063
| New | +$472K | 0.27% | 67 |
|