Highline Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99K | Sell |
13
-4
| -24% | -$1.23K | ﹤0.01% | 499 |
|
|
2025
Q1 | $5.75K | Buy |
17
+4
| +31% | +$1.35K | ﹤0.01% | 397 |
|
|
2024
Q4 | $4.07K | Buy |
13
+3
| +30% | +$940 | ﹤0.01% | 375 |
|
|
2024
Q3 | $2.95K | Buy |
10
+2
| +25% | +$589 | ﹤0.01% | 414 |
|
|
2024
Q2 | $2.1K | Buy |
8
+1
| +14% | +$262 | ﹤0.01% | 394 |
|
|
2024
Q1 | $1.93K | Hold |
7
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $1.69K | Hold |
7
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $1.46K | Hold |
7
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $1.65K | Hold |
7
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $1.63K | Hold |
7
| – | – | ﹤0.01% | 246 |
|
|
2022
Q4 | $1.71K | Hold |
7
| – | – | ﹤0.01% | 229 |
|
|
2022
Q3 | $1.41K | Buy |
+7
| New | +$1.41K | ﹤0.01% | 235 |
|