PFS 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 | $123K | Hold |
400
| – | – | 0.06% | 94 |
|
|
2025
Q1 | $135K | Hold |
400
| – | – | 0.07% | 81 |
|
|
2024
Q4 | $125K | Sell |
400
-57
| -12% | -$17.9K | 0.07% | 88 |
|
|
2024
Q3 | $135K | Hold |
457
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $120K | Hold |
457
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $126K | Hold |
457
| – | – | 0.08% | 74 |
|
|
2023
Q4 | $110K | Hold |
457
| – | – | 0.08% | 83 |
|
|
2023
Q3 | $95.5K | Hold |
457
| – | – | 0.08% | 68 |
|
|
2023
Q2 | $108K | Hold |
457
| – | – | 0.09% | 68 |
|
|
2023
Q1 | $106K | Hold |
457
| – | – | 0.1% | 61 |
|
|
2022
Q4 | $112K | Hold |
457
| – | – | 0.12% | 55 |
|
|
2022
Q3 | $91.8K | Hold |
457
| – | – | 0.1% | 61 |
|
|
2022
Q2 | $90.2K | Hold |
457
| – | – | 0.09% | 63 |
|
|
2022
Q1 | $108K | Hold |
457
| – | – | 0.09% | 64 |
|
|
2021
Q4 | $109K | Buy |
+457
| New | +$109K | 0.08% | 68 |
|