Golden State 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 | $70.8K | Buy |
231
+1
| +0.4% | +$307 | 0.01% | 567 |
|
|
2025
Q1 | $77.7K | Hold |
230
| – | – | 0.01% | 504 |
|
|
2024
Q4 | $72K | Buy |
+230
| New | +$72K | 0.01% | 500 |
|
|
2020
Q2 | – | Sell |
-510
| Closed | -$87K | – | 916 |
|
|
2020
Q1 | $87K | Buy |
+510
| New | +$87K | 0.04% | 270 |
|
|
2019
Q4 | – | Sell |
-510
| Closed | -$98K | – | 958 |
|
|
2019
Q3 | $98K | Buy |
510
+110
| +28% | +$21.1K | 0.03% | 317 |
|
|
2019
Q2 | $76K | Buy |
400
+50
| +14% | +$9.5K | 0.02% | 379 |
|
|
2019
Q1 | $61K | Buy |
+350
| New | +$61K | 0.02% | 404 |
|