Gradient Investments’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32
| Closed | -$8.39K | – | 1318 |
|
|
2024
Q2 | $8.39K | Sell |
32
-30
| -48% | -$7.86K | ﹤0.01% | 770 |
|
|
2024
Q1 | $17.2K | Sell |
62
-35
| -36% | -$9.69K | ﹤0.01% | 572 |
|
|
2023
Q4 | $23.4K | Sell |
97
-171
| -64% | -$41.3K | ﹤0.01% | 677 |
|
|
2023
Q3 | $56K | Sell |
268
-70,959
| -100% | -$14.8M | ﹤0.01% | 482 |
|
|
2023
Q2 | $16.8M | Buy |
71,227
+3,224
| +5% | +$759K | 0.43% | 73 |
|
|
2023
Q1 | $15.8M | Buy |
68,003
+4,100
| +6% | +$953K | 0.43% | 70 |
|
|
2022
Q4 | $15.6M | Sell |
63,903
-670
| -1% | -$164K | 0.49% | 51 |
|
|
2022
Q3 | $13M | Buy |
64,573
+3,799
| +6% | +$763K | 0.4% | 62 |
|
|
2022
Q2 | $12M | Buy |
+60,774
| New | +$12M | 0.35% | 81 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1181 |
|
|
2017
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 969 |
|