Pinnacle Wealth Planning Services’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-805
| Closed | -$237K | – | 569 |
|
|
2024
Q3 | $237K | Hold |
805
| – | – | 0.03% | 390 |
|
|
2024
Q2 | $211K | Buy |
805
+5
| +0.6% | +$1.31K | 0.03% | 410 |
|
|
2024
Q1 | $220K | Buy |
+800
| New | +$220K | 0.03% | 392 |
|
|
2023
Q1 | – | Sell |
-851
| Closed | -$208K | – | 502 |
|
|
2022
Q4 | $208K | Buy |
+851
| New | +$208K | 0.04% | 364 |
|
|
2021
Q1 | – | Sell |
-434
| Closed | -$91K | – | 1969 |
|
|
2020
Q4 | $91K | Buy |
+434
| New | +$91K | 0.02% | 509 |
|