Private 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 | $20.8K | Hold |
68
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $23K | Hold |
68
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $21.3K | Hold |
68
| – | – | 0.01% | 287 |
|
|
2024
Q3 | $20K | Hold |
68
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $17.8K | Buy |
68
+38
| +127% | +$9.96K | 0.01% | 299 |
|
|
2024
Q1 | $8.25K | Hold |
30
| – | – | ﹤0.01% | 465 |
|
|
2023
Q4 | $7.24K | Buy |
+30
| New | +$7.24K | ﹤0.01% | 493 |
|