Plante Moran Financial 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 | $15.3K | Hold |
50
| – | – | ﹤0.01% | 507 |
|
|
2025
Q1 | $16.9K | Sell |
50
-13
| -21% | -$4.39K | ﹤0.01% | 502 |
|
|
2024
Q4 | $19.7K | Buy |
63
+13
| +26% | +$4.07K | ﹤0.01% | 490 |
|
|
2024
Q3 | $14.7K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $13.1K | Hold |
50
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $13.8K | Buy |
+50
| New | +$13.8K | ﹤0.01% | 562 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$2K | – | 1160 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 797 |
|
|
2020
Q3 | – | Sell |
-46
| Closed | -$9K | – | 942 |
|
|
2020
Q2 | $9K | Hold |
46
| – | – | ﹤0.01% | 539 |
|
|
2020
Q1 | $8K | Sell |
46
-135
| -75% | -$23.5K | ﹤0.01% | 526 |
|
|
2019
Q4 | $37K | Sell |
181
-57
| -24% | -$11.7K | 0.01% | 365 |
|
|
2019
Q3 | $46K | Buy |
238
+57
| +31% | +$11K | 0.01% | 356 |
|
|
2019
Q2 | $35K | Sell |
181
-107
| -37% | -$20.7K | 0.01% | 399 |
|
|
2019
Q1 | $51K | Sell |
288
-65
| -18% | -$11.5K | 0.02% | 324 |
|
|
2018
Q4 | $54K | Hold |
353
| – | – | 0.02% | 272 |
|
|
2018
Q3 | $50K | Sell |
353
-261
| -43% | -$37K | 0.02% | 290 |
|
|
2018
Q2 | $93K | Hold |
614
| – | – | 0.05% | 231 |
|
|
2018
Q1 | $93K | Sell |
614
-149
| -20% | -$22.6K | 0.05% | 243 |
|
|
2017
Q4 | $115K | Sell |
763
-47
| -6% | -$7.08K | 0.06% | 199 |
|
|
2017
Q3 | $125K | Hold |
810
| – | – | 0.07% | 174 |
|
|
2017
Q2 | $118K | Hold |
810
| – | – | 0.07% | 178 |
|
|
2017
Q1 | $106K | Sell |
810
-79
| -9% | -$10.3K | 0.06% | 197 |
|
|
2016
Q4 | $109K | Buy |
+889
| New | +$109K | 0.07% | 206 |
|