Prestige Wealth Management Group’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 | $923 | Hold |
3
| – | – | ﹤0.01% | 859 |
|
|
2025
Q1 | $1.02K | Hold |
3
| – | – | ﹤0.01% | 849 |
|
|
2024
Q4 | $943 | Hold |
3
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $887 | Hold |
3
| – | – | ﹤0.01% | 892 |
|
|
2024
Q2 | $790 | Sell |
3
-11
| -79% | -$2.9K | ﹤0.01% | 854 |
|
|
2024
Q1 | $3.86K | Sell |
14
-23
| -62% | -$6.35K | ﹤0.01% | 626 |
|
|
2023
Q4 | $8.96K | Buy |
37
+5
| +16% | +$1.21K | ﹤0.01% | 466 |
|
|
2023
Q3 | $6.71K | Buy |
32
+6
| +23% | +$1.26K | ﹤0.01% | 510 |
|
|
2023
Q2 | $6.15K | Sell |
26
-2
| -7% | -$473 | ﹤0.01% | 541 |
|
|
2023
Q1 | $6.53K | Sell |
28
-8
| -22% | -$1.87K | ﹤0.01% | 516 |
|
|
2022
Q4 | $8.83K | Sell |
36
-3
| -8% | -$736 | ﹤0.01% | 482 |
|
|
2022
Q3 | $8K | Buy |
39
+6
| +18% | +$1.23K | ﹤0.01% | 470 |
|
|
2022
Q2 | $7K | Sell |
33
-6
| -15% | -$1.27K | ﹤0.01% | 513 |
|
|
2022
Q1 | $9K | Buy |
39
+14
| +56% | +$3.23K | ﹤0.01% | 498 |
|
|
2021
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 610 |
|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 600 |
|
|
2021
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 594 |
|
|
2020
Q4 | $5K | Sell |
25
-70
| -74% | -$14K | ﹤0.01% | 603 |
|
|
2020
Q3 | $20K | Buy |
95
+40
| +73% | +$8.42K | 0.01% | 355 |
|
|
2020
Q2 | $11K | Sell |
55
-16
| -23% | -$3.2K | ﹤0.01% | 420 |
|
|
2020
Q1 | $12K | Buy |
+71
| New | +$12K | 0.01% | 358 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$2K | – | 1155 |
|
|
2018
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 896 |
|