Kowal Investment Group’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
Q1 | – | Sell |
-4,087
| Closed | -$986K | – | 186 |
|
|
2023
Q4 | $986K | Buy |
4,087
+15
| +0.4% | +$3.62K | 0.23% | 61 |
|
|
2023
Q3 | $851K | Buy |
4,072
+15
| +0.4% | +$3.13K | 0.23% | 59 |
|
|
2023
Q2 | $955K | Buy |
4,057
+15
| +0.4% | +$3.53K | 0.26% | 55 |
|
|
2023
Q1 | $939K | Buy |
4,042
+13
| +0.3% | +$3.02K | 0.27% | 51 |
|
|
2022
Q4 | $985K | Buy |
4,029
+13
| +0.3% | +$3.18K | 0.29% | 46 |
|
|
2022
Q3 | $807K | Buy |
4,016
+17
| +0.4% | +$3.42K | 0.27% | 46 |
|
|
2022
Q2 | $789K | Buy |
3,999
+14
| +0.4% | +$2.76K | 0.26% | 42 |
|
|
2022
Q1 | $941K | Buy |
3,985
+14
| +0.4% | +$3.31K | 0.29% | 35 |
|
|
2021
Q4 | $943K | Buy |
+3,971
| New | +$943K | 0.28% | 34 |
|