LRI Investments’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 | $82.2K | Buy |
268
+28
| +12% | +$8.59K | 0.01% | 467 |
|
|
2025
Q1 | $81.2K | Buy |
240
+5
| +2% | +$1.69K | 0.01% | 451 |
|
|
2024
Q4 | $73.7K | Hold |
235
| – | – | 0.01% | 469 |
|
|
2024
Q3 | $74K | Sell |
235
-39
| -14% | -$12.3K | 0.01% | 465 |
|
|
2024
Q2 | $71.7K | Buy |
274
+63
| +30% | +$16.5K | 0.01% | 440 |
|
|
2024
Q1 | $58.1K | Buy |
+211
| New | +$58.1K | 0.01% | 256 |
|