Gryphon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,415
| Closed | -$330K | – | 272 |
|
|
2023
Q4 | $330K | Buy |
+1,415
| New | +$330K | 0.06% | 184 |
|
|
2022
Q1 | – | Sell |
-1,192
| Closed | -$283K | – | 213 |
|
|
2021
Q4 | $283K | Sell |
1,192
-193
| -14% | -$45.8K | 0.05% | 171 |
|
|
2021
Q3 | $321K | Buy |
+1,385
| New | +$321K | 0.07% | 140 |
|
|
2021
Q2 | – | Sell |
-918
| Closed | -$211K | – | 191 |
|
|
2021
Q1 | $211K | Buy |
+918
| New | +$211K | 0.05% | 157 |
|
|
2018
Q3 | – | Sell |
-50
| Closed | -$8K | – | 844 |
|
|
2018
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 577 |
|
|
2018
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 577 |
|
|
2017
Q4 | $8K | Buy |
+50
| New | +$8K | ﹤0.01% | 630 |
|