FAM
Formidable Asset Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
3,452
| – | – | 0.2% | 96 |
|
|
2025
Q1 | $1.17M | Sell |
3,452
-233
| -6% | -$78.7K | 0.2% | 95 |
|
|
2024
Q4 | $1.15M | Sell |
3,685
-348
| -9% | -$109K | 0.19% | 105 |
|
|
2024
Q3 | $1.19M | Sell |
4,033
-777
| -16% | -$229K | 0.19% | 104 |
|
|
2024
Q2 | $1.26M | Sell |
4,810
-365
| -7% | -$95.7K | 0.2% | 101 |
|
|
2024
Q1 | $1.42M | Sell |
5,175
-334
| -6% | -$91.8K | 0.23% | 93 |
|
|
2023
Q4 | $1.33M | Buy |
+5,509
| New | +$1.33M | 0.28% | 71 |
|
|
2023
Q2 | – | Sell |
-5,803
| Closed | -$1.35M | – | 328 |
|
|
2023
Q1 | $1.35M | Sell |
5,803
-56
| -1% | -$13.1K | 0.29% | 63 |
|
|
2022
Q4 | $1.43M | Buy |
+5,859
| New | +$1.43M | 0.32% | 53 |
|
|
2022
Q2 | – | Sell |
-6,490
| Closed | -$1.53M | – | 353 |
|
|
2022
Q1 | $1.53M | Sell |
6,490
-79
| -1% | -$18.7K | 0.29% | 70 |
|
|
2021
Q4 | $1.57M | Sell |
6,569
-199
| -3% | -$47.5K | 0.3% | 63 |
|
|
2021
Q3 | $1.57M | Sell |
6,768
-36
| -0.5% | -$8.37K | 0.3% | 68 |
|
|
2021
Q2 | $1.52M | Sell |
6,804
-125
| -2% | -$27.8K | 0.33% | 57 |
|
|
2021
Q1 | $1.62M | Sell |
6,929
-230
| -3% | -$53.7K | 0.35% | 65 |
|
|
2020
Q4 | $1.46M | Sell |
7,159
-17
| -0.2% | -$3.47K | 0.34% | 64 |
|
|
2020
Q3 | $1.5M | Sell |
7,176
-210
| -3% | -$44K | 0.44% | 45 |
|
|
2020
Q2 | $1.52M | Sell |
7,386
-190
| -3% | -$39.1K | 0.45% | 50 |
|
|
2020
Q1 | $1.29M | Buy |
+7,576
| New | +$1.29M | 0.51% | 44 |
|
|
2017
Q4 | – | Sell |
-6,829
| Closed | -$1.05M | – | 200 |
|
|
2017
Q3 | $1.05M | Buy |
+6,829
| New | +$1.05M | 0.44% | 41 |
|
|
2017
Q2 | – | Sell |
-6,514
| Closed | -$940K | – | 192 |
|
|
2017
Q1 | $940K | Buy |
6,514
+687
| +12% | +$99.1K | 0.41% | 48 |
|
|
2016
Q4 | $713K | Buy |
5,827
+20
| +0.3% | +$2.45K | 0.36% | 67 |
|
|
2016
Q3 | $771K | Buy |
5,807
+359
| +7% | +$47.7K | 0.38% | 60 |
|
|
2016
Q2 | $676K | Buy |
+5,448
| New | +$676K | 0.38% | 63 |
|