Financial Engines 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 | $4.45M | Sell |
14,513
-555
| -4% | -$170K | 0.01% | 155 |
|
|
2025
Q1 | $5.09M | Sell |
15,068
-629
| -4% | -$213K | 0.01% | 131 |
|
|
2024
Q4 | $4.92M | Sell |
15,697
-1,014
| -6% | -$318K | 0.01% | 142 |
|
|
2024
Q3 | $4.92M | Buy |
16,711
+554
| +3% | +$163K | 0.01% | 121 |
|
|
2024
Q2 | $4.24M | Sell |
16,157
-280
| -2% | -$73.4K | 0.01% | 128 |
|
|
2024
Q1 | $4.52M | Buy |
16,437
+1,258
| +8% | +$346K | 0.01% | 116 |
|
|
2023
Q4 | $3.66M | Sell |
15,179
-1,378
| -8% | -$332K | 0.01% | 114 |
|
|
2023
Q3 | $3.46M | Buy |
16,557
+450
| +3% | +$94K | 0.01% | 98 |
|
|
2023
Q2 | $3.79M | Buy |
16,107
+491
| +3% | +$116K | 0.01% | 99 |
|
|
2023
Q1 | $3.63M | Buy |
15,616
+428
| +3% | +$99.5K | 0.01% | 102 |
|
|
2022
Q4 | $3.71M | Buy |
15,188
+1,044
| +7% | +$255K | 0.01% | 100 |
|
|
2022
Q3 | $2.84M | Buy |
14,144
+64
| +0.5% | +$12.9K | 0.01% | 105 |
|
|
2022
Q2 | $2.78M | Buy |
+14,080
| New | +$2.78M | 0.01% | 104 |
|