Kingsview 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
2025
Q2
$9.05M Buy
29,523
+386
+1% +$118K 0.15% 140
2025
Q1
$9.85M Sell
29,137
-4,023
-12% -$1.36M 0.19% 114
2024
Q4
$10.4M Buy
33,160
+2,198
+7% +$689K 0.2% 96
2024
Q3
$9.12M Buy
30,962
+676
+2% +$199K 0.19% 103
2024
Q2
$7.94M Buy
+30,286
New +$7.94M 0.19% 118