Global Retirement Partners’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 | $252K | Buy |
+822
| New | +$252K | 0.01% | 978 |
|
|
2024
Q4 | $399K | Buy |
1,273
+340
| +36% | +$107K | 0.01% | 709 |
|
|
2024
Q3 | $275K | Buy |
933
+117
| +14% | +$34.5K | 0.01% | 804 |
|
|
2024
Q2 | $214K | Buy |
816
+58
| +8% | +$15.2K | 0.01% | 855 |
|
|
2024
Q1 | $208K | Buy |
758
+165
| +28% | +$45.4K | 0.01% | 776 |
|
|
2023
Q4 | $146K | Buy |
593
+1
| +0.2% | +$246 | 0.01% | 881 |
|
|
2023
Q3 | $123K | Buy |
592
+8
| +1% | +$1.67K | 0.01% | 849 |
|
|
2023
Q2 | $138K | Hold |
584
| – | – | 0.01% | 829 |
|
|
2023
Q1 | $132K | Buy |
584
+575
| +6,389% | +$130K | 0.01% | 820 |
|
|
2022
Q4 | $2.2K | Sell |
9
-3
| -25% | -$734 | ﹤0.01% | 2325 |
|
|
2022
Q3 | $3K | Buy |
12
+11
| +1,100% | +$2.75K | ﹤0.01% | 2173 |
|
|
2022
Q2 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 2912 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 2558 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 1831 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2071 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1959 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$7K | – | 1575 |
|
|
2018
Q3 | $7K | Sell |
47
-60
| -56% | -$8.94K | ﹤0.01% | 1152 |
|
|
2018
Q2 | $16K | Buy |
107
+47
| +78% | +$7.03K | ﹤0.01% | 875 |
|
|
2018
Q1 | $9K | Hold |
60
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q4 | $9K | Hold |
60
| – | – | ﹤0.01% | 958 |
|
|
2017
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 875 |
|
|
2017
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 824 |
|
|
2017
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 815 |
|
|
2016
Q4 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 795 |
|