Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $33.6K | Hold |
128
| – | – | 0.01% | 468 |
|
|
2024
Q1 | $35.2K | Hold |
128
| – | – | 0.01% | 469 |
|
|
2023
Q4 | $30.9K | Sell |
128
-106
| -45% | -$25.6K | 0.01% | 483 |
|
|
2023
Q3 | $48.9K | Buy |
234
+219
| +1,460% | +$45.8K | 0.01% | 363 |
|
|
2023
Q2 | $3.53K | Hold |
15
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $3.56K | Sell |
15
-1
| -6% | -$238 | ﹤0.01% | 709 |
|
|
2022
Q4 | $4.08K | Hold |
16
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 737 |
|
|
2022
Q2 | $3K | Sell |
16
-42
| -72% | -$7.88K | ﹤0.01% | 749 |
|
|
2022
Q1 | $14K | Sell |
58
-3
| -5% | -$724 | ﹤0.01% | 520 |
|
|
2021
Q4 | $14K | Hold |
61
| – | – | ﹤0.01% | 547 |
|
|
2021
Q3 | $14K | Sell |
61
-22
| -27% | -$5.05K | 0.01% | 521 |
|
|
2021
Q2 | $19K | Buy |
83
+3
| +4% | +$687 | 0.01% | 443 |
|
|
2021
Q1 | $18K | Buy |
80
+20
| +33% | +$4.5K | 0.01% | 426 |
|
|
2020
Q4 | $13K | Buy |
60
+43
| +253% | +$9.32K | 0.01% | 425 |
|
|
2020
Q3 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 412 |
|