Fonville Wealth Management’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 | $477K | Hold |
1,555
| – | – | 0.12% | 83 |
|
|
2025
Q1 | $526K | Hold |
1,555
| – | – | 0.15% | 75 |
|
|
2024
Q4 | $487K | Hold |
1,555
| – | – | 0.16% | 70 |
|
|
2024
Q3 | $458K | Hold |
1,555
| – | – | 0.16% | 71 |
|
|
2024
Q2 | $408K | Buy |
1,555
+1
| +0.1% | +$262 | 0.16% | 71 |
|
|
2024
Q1 | $427K | Hold |
1,554
| – | – | 0.19% | 68 |
|
|
2023
Q4 | $375K | Buy |
+1,554
| New | +$375K | 0.2% | 67 |
|