Lido Advisors’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 | $473K | Buy |
1,538
+398
| +35% | +$122K | ﹤0.01% | 1011 |
|
|
2025
Q1 | $386K | Sell |
1,140
-207
| -15% | -$70.2K | ﹤0.01% | 1029 |
|
|
2024
Q4 | $423K | Buy |
1,347
+54
| +4% | +$17K | ﹤0.01% | 972 |
|
|
2024
Q3 | $381K | Buy |
1,293
+95
| +8% | +$28K | ﹤0.01% | 947 |
|
|
2024
Q2 | $315K | Buy |
1,198
+29
| +2% | +$7.63K | ﹤0.01% | 982 |
|
|
2024
Q1 | $322K | Buy |
1,169
+28
| +2% | +$7.72K | ﹤0.01% | 958 |
|
|
2023
Q4 | $276K | Buy |
1,141
+146
| +15% | +$35.3K | ﹤0.01% | 965 |
|
|
2023
Q3 | $208K | Buy |
+995
| New | +$208K | ﹤0.01% | 955 |
|