NewEdge 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 | $778K | Sell |
2,539
-49
| -2% | -$15K | ﹤0.01% | 1426 |
|
|
2025
Q1 | $875K | Buy |
2,588
+182
| +8% | +$61.5K | 0.01% | 1258 |
|
|
2024
Q4 | $754K | Buy |
2,406
+1,416
| +143% | +$444K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $292K | Sell |
990
-7
| -0.7% | -$2.06K | ﹤0.01% | 1821 |
|
|
2024
Q2 | $261K | Buy |
997
+37
| +4% | +$9.7K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $264K | Buy |
960
+50
| +5% | +$13.8K | ﹤0.01% | 1702 |
|
|
2023
Q4 | $228K | Buy |
910
+905
| +18,100% | +$226K | ﹤0.01% | 1655 |
|
|
2023
Q3 | $1.05K | Hold |
5
| – | – | ﹤0.01% | 3167 |
|
|
2023
Q2 | $1.18K | Sell |
5
-53
| -91% | -$12.5K | ﹤0.01% | 3215 |
|
|
2023
Q1 | $13.5K | Sell |
58
-755
| -93% | -$175K | ﹤0.01% | 2481 |
|
|
2022
Q4 | $189K | Buy |
+813
| New | +$189K | 0.01% | 1204 |
|