Geneos 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 | $49.3K | Sell |
161
-224
| -58% | -$68.7K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $130K | Buy |
385
+284
| +281% | +$96K | ﹤0.01% | 1424 |
|
|
2024
Q4 | $31.6K | Sell |
101
-4
| -4% | -$1.25K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $30.9K | Buy |
105
+96
| +1,067% | +$28.3K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $2.36K | Hold |
9
| – | – | ﹤0.01% | 1862 |
|
|
2024
Q1 | $2.48K | Hold |
9
| – | – | ﹤0.01% | 1863 |
|
|
2023
Q4 | $2.17K | Buy |
+9
| New | +$2.17K | ﹤0.01% | 1904 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$39K | – | 2618 |
|
|
2022
Q2 | $39K | Hold |
200
| – | – | ﹤0.01% | 1390 |
|
|
2022
Q1 | $47K | Hold |
200
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q4 | $47K | Hold |
200
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q3 | $48K | Buy |
+200
| New | +$48K | ﹤0.01% | 1516 |
|
|
2020
Q1 | – | Sell |
-75
| Closed | -$15K | – | 2621 |
|
|
2019
Q4 | $15K | Buy |
+75
| New | +$15K | ﹤0.01% | 1816 |
|
|
2018
Q1 | – | Sell |
-22
| Closed | -$3K | – | 2245 |
|
|
2017
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 1972 |
|
|
2017
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 1877 |
|