Forum Financial 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 | $367K | Hold |
1,196
| – | – | 0.01% | 549 |
|
|
2025
Q1 | $404K | Sell |
1,196
-1
| -0.1% | -$338 | 0.01% | 447 |
|
|
2024
Q4 | $375K | Buy |
1,197
+44
| +4% | +$13.8K | 0.01% | 499 |
|
|
2024
Q3 | $340K | Buy |
1,153
+3
| +0.3% | +$884 | 0.01% | 460 |
|
|
2024
Q2 | $301K | Buy |
1,150
+2
| +0.2% | +$524 | 0.01% | 476 |
|
|
2024
Q1 | $316K | Hold |
1,148
| – | – | 0.01% | 480 |
|
|
2023
Q4 | $277K | Buy |
+1,148
| New | +$277K | 0.01% | 485 |
|
|
2023
Q3 | – | Sell |
-946
| Closed | -$223K | – | 680 |
|
|
2023
Q2 | $223K | Buy |
946
+5
| +0.5% | +$1.18K | 0.01% | 569 |
|
|
2023
Q1 | $219K | Hold |
941
| – | – | 0.01% | 522 |
|
|
2022
Q4 | $230K | Buy |
+941
| New | +$230K | 0.01% | 493 |
|
|
2022
Q3 | – | Sell |
-1,110
| Closed | -$219K | – | 605 |
|
|
2022
Q2 | $219K | Buy |
1,110
+54
| +5% | +$10.7K | 0.01% | 479 |
|
|
2022
Q1 | $249K | Buy |
1,056
+170
| +19% | +$40.1K | 0.01% | 476 |
|
|
2021
Q4 | $210K | Buy |
+886
| New | +$210K | 0.01% | 601 |
|