Integrated Wealth Concepts’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 | $634K | Buy |
2,068
+531
| +35% | +$163K | 0.01% | 1146 |
|
|
2025
Q1 | $520K | Sell |
1,537
-481
| -24% | -$163K | 0.01% | 1122 |
|
|
2024
Q4 | $632K | Buy |
2,018
+11
| +0.5% | +$3.45K | 0.01% | 1021 |
|
|
2024
Q3 | $591K | Sell |
2,007
-117
| -6% | -$34.5K | 0.01% | 1013 |
|
|
2024
Q2 | $557K | Sell |
2,124
-3
| -0.1% | -$786 | 0.01% | 1003 |
|
|
2024
Q1 | $585K | Buy |
2,127
+351
| +20% | +$96.5K | 0.01% | 977 |
|
|
2023
Q4 | $428K | Sell |
1,776
-63
| -3% | -$15.2K | 0.01% | 1072 |
|
|
2023
Q3 | $384K | Buy |
1,839
+62
| +3% | +$13K | 0.01% | 1105 |
|
|
2023
Q2 | $418K | Buy |
+1,777
| New | +$418K | 0.01% | 1068 |
|