Live Oak Private Wealth’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 | $1.98M | Buy |
6,446
+86
| +1% | +$26.4K | 0.29% | 77 |
|
|
2025
Q1 | $2.15M | Sell |
6,360
-57
| -0.9% | -$19.3K | 0.35% | 70 |
|
|
2024
Q4 | $2.01M | Sell |
6,417
-121
| -2% | -$37.9K | 0.34% | 68 |
|
|
2024
Q3 | $1.93M | Buy |
6,538
+19
| +0.3% | +$5.6K | 0.31% | 72 |
|
|
2024
Q2 | $1.71M | Buy |
6,519
+20
| +0.3% | +$5.24K | 0.29% | 75 |
|
|
2024
Q1 | $1.79M | Buy |
6,499
+43
| +0.7% | +$11.8K | 0.31% | 73 |
|
|
2023
Q4 | $1.56M | Sell |
6,456
-29
| -0.4% | -$7K | 0.29% | 72 |
|
|
2023
Q3 | $1.36M | Buy |
6,485
+148
| +2% | +$30.9K | 0.29% | 71 |
|
|
2023
Q2 | $1.49M | Buy |
6,337
+238
| +4% | +$56K | 0.3% | 70 |
|
|
2023
Q1 | $1.42M | Buy |
6,099
+133
| +2% | +$30.9K | 0.29% | 69 |
|
|
2022
Q4 | $1.46M | Buy |
5,966
+375
| +7% | +$91.7K | 0.3% | 69 |
|
|
2022
Q3 | $1.12M | Buy |
5,591
+807
| +17% | +$162K | 0.25% | 76 |
|
|
2022
Q2 | $944K | Buy |
+4,784
| New | +$944K | 0.2% | 90 |
|