Envestnet Portfolio Solutions’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 | $304K | Sell |
990
-363
| -27% | -$111K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $457K | Sell |
1,353
-393
| -23% | -$133K | ﹤0.01% | 1085 |
|
|
2024
Q4 | $547K | Buy |
1,746
+114
| +7% | +$35.7K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $481K | Sell |
1,632
-60
| -4% | -$17.7K | ﹤0.01% | 1224 |
|
|
2024
Q2 | $444K | Buy |
1,692
+50
| +3% | +$13.1K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $452K | Buy |
1,642
+429
| +35% | +$118K | ﹤0.01% | 1166 |
|
|
2023
Q4 | $293K | Buy |
1,213
+164
| +16% | +$39.6K | ﹤0.01% | 1307 |
|
|
2023
Q3 | $219K | Buy |
+1,049
| New | +$219K | ﹤0.01% | 1395 |
|