HB 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 | $903K | Sell |
2,947
-318
| -10% | -$97.5K | 0.01% | 548 |
|
|
2025
Q1 | $1.1M | Buy |
3,265
+222
| +7% | +$75K | 0.01% | 504 |
|
|
2024
Q4 | $953K | Buy |
3,043
+130
| +4% | +$40.7K | 0.01% | 417 |
|
|
2024
Q3 | $858K | Sell |
2,913
-337
| -10% | -$99.3K | 0.01% | 429 |
|
|
2024
Q2 | $852K | Buy |
3,250
+2,242
| +222% | +$588K | 0.01% | 398 |
|
|
2024
Q1 | $277K | Buy |
1,008
+57
| +6% | +$15.7K | ﹤0.01% | 685 |
|
|
2023
Q4 | $229K | Buy |
+951
| New | +$229K | ﹤0.01% | 697 |
|