OneDigital Investment 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 | $1.69M | Buy |
5,521
+314
| +6% | +$96.2K | 0.02% | 476 |
|
|
2025
Q1 | $1.76M | Sell |
5,207
-74
| -1% | -$25K | 0.02% | 437 |
|
|
2024
Q4 | $1.65M | Sell |
5,281
-1,363
| -21% | -$427K | 0.02% | 467 |
|
|
2024
Q3 | $1.96M | Buy |
6,644
+2,775
| +72% | +$817K | 0.02% | 442 |
|
|
2024
Q2 | $1.01M | Buy |
3,869
+1,282
| +50% | +$336K | 0.01% | 614 |
|
|
2024
Q1 | $711K | Buy |
2,587
+119
| +5% | +$32.7K | 0.01% | 617 |
|
|
2023
Q4 | $595K | Sell |
2,468
-25
| -1% | -$6.03K | 0.01% | 652 |
|
|
2023
Q3 | $521K | Buy |
2,493
+33
| +1% | +$6.9K | 0.01% | 626 |
|
|
2023
Q2 | $579K | Buy |
2,460
+418
| +20% | +$98.4K | 0.01% | 584 |
|
|
2023
Q1 | $475K | Buy |
+2,042
| New | +$475K | 0.01% | 643 |
|