Proficio Capital Partners’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $393K | Sell |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $389K | Buy |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $717K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $13K | Buy |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $4K | Buy |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Sell |
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|
2017
Q2 | $2K | Sell |
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|
2017
Q1 | $2K | Sell |
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|
2016
Q4 | $3K | Buy |
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|
2016
Q3 | $2K | Buy |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $5K | Buy |
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|
2015
Q4 | $2K | Buy |
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