Exencial Wealth 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 | $10.7M | Sell |
34,972
-790
| -2% | -$242K | 0.38% | 86 |
|
|
2025
Q1 | $12.1M | Sell |
35,762
-12
| -0% | -$4.06K | 0.45% | 69 |
|
|
2024
Q4 | $11.2M | Sell |
35,774
-17,884
| -33% | -$5.6M | 0.41% | 72 |
|
|
2024
Q3 | $15.8M | Sell |
53,658
-1,148
| -2% | -$338K | 0.57% | 57 |
|
|
2024
Q2 | $14.4M | Sell |
54,806
-3,015
| -5% | -$790K | 0.54% | 59 |
|
|
2024
Q1 | $15.9M | Sell |
57,821
-1,219
| -2% | -$335K | 0.59% | 51 |
|
|
2023
Q4 | $14.2M | Buy |
59,040
+954
| +2% | +$230K | 0.58% | 55 |
|
|
2023
Q3 | $12.1M | Buy |
58,086
+21,493
| +59% | +$4.49M | 0.59% | 56 |
|
|
2023
Q2 | $8.62M | Buy |
36,593
+561
| +2% | +$132K | 0.4% | 73 |
|
|
2023
Q1 | $8.37M | Sell |
36,032
-231
| -0.6% | -$53.7K | 0.43% | 67 |
|
|
2022
Q4 | $8.87M | Buy |
+36,263
| New | +$8.87M | 0.48% | 66 |
|