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Gryphon Financial Partners’s Willis Towers Watson WTW Stock Holding History

Gryphon Financial Partners’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,415
Closed -$330K – 274
2023
Q4 		$330K Buy
+1,415
New +$327K 0.06% 185
2022
Q1 		– Sell
-1,192
Closed -$283K – 215
2021
Q4 		$283K Sell
1,192
-193
-14% -$45.7K 0.06% 173
2021
Q3 		$321K Buy
+1,385
New +$308K 0.07% 142
2021
Q2 		– Sell
-918
Closed -$211K – 194
2021
Q1 		$211K Buy
+918
New +$200K 0.05% 159
2018
Q3 		– Sell
-50
Closed -$8K – 845
2018
Q2 		$8K Hold
50
– – ﹤0.01% 577
2018
Q1 		$8K Hold
50
– – ﹤0.01% 577
2017
Q4 		$8K Buy
+50
New +$7.9K ﹤0.01% 630

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Fidelity Investments
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return