HighPoint Advisor Group’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 | $440K | Buy |
1,435
+77
| +6% | +$23.6K | 0.02% | 407 |
|
|
2025
Q1 | $411K | Buy |
1,358
+29
| +2% | +$8.78K | 0.02% | 403 |
|
|
2024
Q4 | $424K | Buy |
1,329
+3
| +0.2% | +$958 | 0.02% | 416 |
|
|
2024
Q3 | $397K | Buy |
1,326
+96
| +8% | +$28.7K | 0.02% | 408 |
|
|
2024
Q2 | $350K | Buy |
1,230
+20
| +2% | +$5.69K | 0.02% | 426 |
|
|
2024
Q1 | $307K | Buy |
1,210
+24
| +2% | +$6.09K | 0.02% | 464 |
|
|
2023
Q4 | $325K | Buy |
+1,186
| New | +$325K | 0.02% | 452 |
|