Glassman Wealth Services’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-203
| Closed | -$49K | – | 1857 |
|
|
2023
Q4 | $49K | Buy |
+203
| New | +$46.9K | 0.01% | 458 |
|
|
2022
Q3 | – | Sell |
-104
| Closed | -$21K | – | 2024 |
|
|
2022
Q2 | $21K | Buy |
+104
| New | +$22.3K | ﹤0.01% | 611 |
|
|
2021
Q1 | – | Sell |
-70
| Closed | -$15K | – | 1662 |
|
|
2020
Q4 | $15K | Sell |
70
-9
| -11% | -$1.85K | ﹤0.01% | 615 |
|
|
2020
Q3 | $16K | Buy |
79
+22
| +39% | +$4.49K | ﹤0.01% | 499 |
|
|
2020
Q2 | $11K | Buy |
57
+33
| +138% | +$6.32K | ﹤0.01% | 485 |
|
|
2020
Q1 | $4K | Buy |
24
+5
| +26% | +$983 | ﹤0.01% | 572 |
|
|
2019
Q4 | $4K | Buy |
19
+3
| +19% | +$575 | ﹤0.01% | 641 |
|
|
2019
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 648 |
|
|
2019
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 670 |
|
|
2019
Q1 | $3K | Buy |
16
+12
| +300% | +$1.99K | ﹤0.01% | 654 |
|
|
2018
Q4 | $1K | Sell |
4
-6
| -60% | -$898 | ﹤0.01% | 708 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 756 |
|
|
2018
Q2 | $2K | Sell |
10
-18
| -64% | -$2.74K | ﹤0.01% | 594 |
|
|
2018
Q1 | $4K | Sell |
28
-13
| -32% | -$2.04K | ﹤0.01% | 464 |
|
|
2017
Q4 | $6K | Buy |
41
+38
| +1,267% | +$6K | ﹤0.01% | 383 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 633 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2017
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 703 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 723 |
|
|
2016
Q3 | $0 | Buy |
+3
| New | +$373 | ﹤0.01% | 596 |
|
Other funds holding WTW
