Farther Finance 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 | $141K | Sell |
460
-31
| -6% | -$9.51K | ﹤0.01% | 1572 |
|
|
2025
Q1 | $165K | Buy |
491
+167
| +52% | +$56.3K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $102K | Buy |
324
+87
| +37% | +$27.3K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $69.9K | Buy |
237
+43
| +22% | +$12.7K | ﹤0.01% | 1468 |
|
|
2024
Q2 | $50.4K | Buy |
194
+24
| +14% | +$6.23K | ﹤0.01% | 1414 |
|
|
2024
Q1 | $46.4K | Buy |
170
+22
| +15% | +$6K | ﹤0.01% | 1217 |
|
|
2023
Q4 | $35.7K | Buy |
148
+11
| +8% | +$2.66K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $28.6K | Buy |
137
+41
| +43% | +$8.57K | ﹤0.01% | 981 |
|
|
2023
Q2 | $22.6K | Buy |
96
+15
| +19% | +$3.53K | ﹤0.01% | 958 |
|
|
2023
Q1 | $18.8K | Sell |
81
-70
| -46% | -$16.3K | 0.01% | 926 |
|
|
2022
Q4 | $36.9K | Buy |
+151
| New | +$36.9K | 0.01% | 561 |
|