HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11
| Closed | -$2K | – | 563 |
|
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 423 |
|
|
2021
Q4 | $3K | Buy |
11
+2
| +22% | +$545 | ﹤0.01% | 423 |
|
|
2021
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $2K | Sell |
9
-4
| -31% | -$889 | ﹤0.01% | 472 |
|
|
2021
Q1 | $3K | Sell |
13
-2
| -13% | -$462 | ﹤0.01% | 407 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 397 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 381 |
|
|
2020
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 373 |
|
|
2020
Q1 | $2K | Sell |
15
-7
| -32% | -$933 | ﹤0.01% | 312 |
|
|
2019
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 310 |
|