Jones Financial Companies’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 | $234K | Buy |
767
+184
| +32% | +$56K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $196K | Buy |
583
+63
| +12% | +$21.2K | ﹤0.01% | 1500 |
|
|
2024
Q4 | $163K | Buy |
520
+119
| +30% | +$37.2K | ﹤0.01% | 1441 |
|
|
2024
Q3 | $118K | Buy |
401
+277
| +223% | +$81.2K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $32.5K | Buy |
124
+72
| +138% | +$18.9K | ﹤0.01% | 1396 |
|
|
2024
Q1 | $14.3K | Buy |
52
+42
| +420% | +$11.6K | ﹤0.01% | 987 |
|
|
2023
Q4 | $2.41K | Buy |
10
+6
| +150% | +$1.45K | ﹤0.01% | 887 |
|
|
2023
Q3 | $836 | Buy |
+4
| New | +$836 | ﹤0.01% | 646 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$5.58K | – | 604 |
|
|
2023
Q1 | $5.58K | Buy |
24
+23
| +2,300% | +$5.35K | ﹤0.01% | 510 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 778 |
|
|
2013
Q4 | – | Sell |
-18
| Closed | -$2K | – | 546 |
|
|
2013
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 662 |
|
|
2013
Q2 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 733 |
|