HM Payson & Co’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$590 | – | 1159 |
|
|
2024
Q3 | $590 | Buy |
+2
| New | +$590 | ﹤0.01% | 1059 |
|
|
2023
Q3 | – | Sell |
-18
| Closed | -$4.24K | – | 1055 |
|
|
2023
Q2 | $4.24K | Hold |
18
| – | – | ﹤0.01% | 864 |
|
|
2023
Q1 | $4.18K | Buy |
+18
| New | +$4.18K | ﹤0.01% | 869 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1093 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1037 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1113 |
|
|
2020
Q2 | – | Sell |
-42
| Closed | -$7K | – | 942 |
|
|
2020
Q1 | $7K | Hold |
42
| – | – | ﹤0.01% | 783 |
|
|
2019
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 830 |
|
|
2019
Q3 | $8K | Hold |
42
| – | – | ﹤0.01% | 843 |
|
|
2019
Q2 | $8K | Buy |
+42
| New | +$8K | ﹤0.01% | 850 |
|