Principal Securities’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 | $72.6K | Sell |
237
-3,124
| -93% | -$957K | ﹤0.01% | 1680 |
|
|
2025
Q1 | $1.05M | Hold |
3,361
| – | – | 0.02% | 536 |
|
|
2024
Q4 | $1.05M | Sell |
3,361
-477
| -12% | -$149K | 0.02% | 533 |
|
|
2024
Q3 | $1.13M | Buy |
3,838
+1,295
| +51% | +$381K | 0.03% | 490 |
|
|
2024
Q2 | $667K | Buy |
2,543
+277
| +12% | +$72.6K | 0.02% | 609 |
|
|
2024
Q1 | $623K | Buy |
2,266
+1,978
| +687% | +$544K | 0.02% | 586 |
|
|
2023
Q4 | $69.5K | Buy |
+288
| New | +$69.5K | ﹤0.01% | 1336 |
|