Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-43
| Closed | -$11.4K | – | 598 |
|
|
2024
Q2 | $11.4K | Buy |
+43
| New | +$11.4K | ﹤0.01% | 485 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$8K | – | 646 |
|
|
2022
Q2 | $8K | Buy |
+43
| New | +$8K | ﹤0.01% | 561 |
|
|
2021
Q1 | – | Sell |
-172
| Closed | -$36K | – | 721 |
|
|
2020
Q4 | $36K | Buy |
+172
| New | +$36K | ﹤0.01% | 456 |
|
|
2017
Q4 | – | Sell |
-7
| Closed | -$1K | – | 885 |
|
|
2017
Q3 | $1K | Sell |
7
-34
| -83% | -$4.86K | ﹤0.01% | 755 |
|
|
2017
Q2 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 573 |
|