Lindbrook Capital’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
Q1 | $50.4K | Sell |
149
-2
| -1% | -$676 | ﹤0.01% | 1005 |
|
|
2024
Q4 | $47.3K | Buy |
151
+3
| +2% | +$940 | ﹤0.01% | 836 |
|
|
2024
Q3 | $43.6K | Sell |
148
-2
| -1% | -$589 | ﹤0.01% | 891 |
|
|
2024
Q2 | $39.3K | Hold |
150
| – | – | ﹤0.01% | 899 |
|
|
2024
Q1 | $41.3K | Buy |
150
+1
| +0.7% | +$275 | ﹤0.01% | 853 |
|
|
2023
Q4 | $35.9K | Buy |
149
+9
| +6% | +$2.17K | ﹤0.01% | 889 |
|
|
2023
Q3 | $29.3K | Sell |
140
-21
| -13% | -$4.39K | ﹤0.01% | 883 |
|
|
2023
Q2 | $37.9K | Sell |
161
-10
| -6% | -$2.36K | ﹤0.01% | 804 |
|
|
2023
Q1 | $39.7K | Buy |
171
+2
| +1% | +$465 | ﹤0.01% | 777 |
|
|
2022
Q4 | $41.3K | Hold |
169
| – | – | 0.01% | 767 |
|
|
2022
Q3 | $34K | Sell |
169
-22
| -12% | -$4.43K | 0.01% | 789 |
|
|
2022
Q2 | $38K | Buy |
191
+19
| +11% | +$3.78K | 0.01% | 760 |
|
|
2022
Q1 | $41K | Buy |
172
+32
| +23% | +$7.63K | 0.01% | 741 |
|
|
2021
Q4 | $33K | Sell |
140
-1
| -0.7% | -$236 | 0.01% | 858 |
|
|
2021
Q3 | $33K | Sell |
141
-4
| -3% | -$936 | 0.01% | 572 |
|
|
2021
Q2 | $33K | Buy |
145
+2
| +1% | +$455 | 0.01% | 611 |
|
|
2021
Q1 | $33K | Buy |
143
+3
| +2% | +$692 | 0.01% | 574 |
|
|
2020
Q4 | $29K | Sell |
140
-3
| -2% | -$621 | 0.01% | 568 |
|
|
2020
Q3 | $30K | Buy |
143
+3
| +2% | +$629 | 0.01% | 490 |
|
|
2020
Q2 | $28K | Buy |
140
+3
| +2% | +$600 | 0.01% | 516 |
|
|
2020
Q1 | $23K | Buy |
137
+22
| +19% | +$3.69K | 0.01% | 504 |
|
|
2019
Q4 | $23K | Hold |
115
| – | – | 0.01% | 696 |
|
|
2019
Q3 | $22K | Buy |
115
+10
| +10% | +$1.91K | 0.01% | 682 |
|
|
2019
Q2 | $20K | Hold |
105
| – | – | 0.01% | 710 |
|
|
2019
Q1 | $18K | Hold |
105
| – | – | 0.01% | 736 |
|
|
2018
Q4 | $15K | Buy |
+105
| New | +$15K | 0.01% | 716 |
|