OLA
Oliver Luxxe Assets’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,069
| Closed | -$5.43M | – | 208 |
|
|
2025
Q1 | $5.43M | Sell |
16,069
-2,112
| -12% | -$714K | 1.01% | 33 |
|
|
2024
Q4 | $5.6M | Buy |
18,181
+12,932
| +246% | +$3.98M | 0.5% | 65 |
|
|
2024
Q3 | $1.55M | Sell |
5,249
-15
| -0.3% | -$4.42K | 0.28% | 128 |
|
|
2024
Q2 | $1.38M | Buy |
5,264
+166
| +3% | +$43.5K | 0.29% | 91 |
|
|
2024
Q1 | $1.4M | Buy |
+5,098
| New | +$1.4M | 0.29% | 95 |
|
|
2021
Q1 | – | Sell |
-15,010
| Closed | -$2.99M | – | 190 |
|
|
2020
Q4 | $2.99M | Buy |
15,010
+190
| +1% | +$37.8K | 0.93% | 36 |
|
|
2020
Q3 | $3.1M | Buy |
14,820
+307
| +2% | +$64.1K | 1.15% | 25 |
|
|
2020
Q2 | $2.86M | Buy |
14,513
+237
| +2% | +$46.7K | 1.5% | 24 |
|
|
2020
Q1 | $2.71M | Buy |
14,276
+89
| +0.6% | +$16.9K | 1.7% | 18 |
|
|
2019
Q4 | $2.87M | Buy |
14,187
+136
| +1% | +$27.5K | 1.5% | 22 |
|
|
2019
Q3 | $2.6M | Buy |
14,051
+1,522
| +12% | +$282K | 1.51% | 26 |
|
|
2019
Q2 | $2.44M | Buy |
12,529
+1,073
| +9% | +$209K | 1.35% | 32 |
|
|
2019
Q1 | $2.01M | Sell |
11,456
-8,480
| -43% | -$1.49M | 1.17% | 41 |
|
|
2018
Q4 | $3.03M | Sell |
19,936
-312
| -2% | -$47.4K | 2.04% | 16 |
|
|
2018
Q3 | $2.87M | Buy |
+20,248
| New | +$2.87M | 1.63% | 26 |
|