ORG Partners’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 | $344K | Buy |
1,118
+6
| +0.5% | +$1.85K | 0.07% | 230 |
|
|
2025
Q1 | $375K | Hold |
1,112
| – | – | 0.09% | 177 |
|
|
2024
Q4 | $348K | Hold |
1,112
| – | – | 0.05% | 235 |
|
|
2024
Q3 | $328K | Hold |
1,112
| – | – | 0.05% | 219 |
|
|
2024
Q2 | $288K | Buy |
+1,112
| New | +$288K | 0.04% | 338 |
|
|
2023
Q4 | – | Sell |
-1,301
| Closed | -$272K | – | 1375 |
|
|
2023
Q3 | $272K | Sell |
1,301
-18
| -1% | -$3.76K | 0.08% | 239 |
|
|
2023
Q2 | $308K | Buy |
+1,319
| New | +$308K | 0.05% | 301 |
|