Proficio Capital Partners’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 | $472K | Buy |
1,541
+55
| +4% | +$16.9K | 0.03% | 257 |
|
|
2025
Q1 | $502K | Buy |
1,486
+23
| +2% | +$7.78K | 0.04% | 212 |
|
|
2024
Q4 | $458K | Buy |
1,463
+118
| +9% | +$37K | 0.04% | 207 |
|
|
2024
Q3 | $396K | Sell |
1,345
-81
| -6% | -$23.9K | 0.04% | 179 |
|
|
2024
Q2 | $374K | Buy |
1,426
+13
| +0.9% | +$3.41K | 0.04% | 211 |
|
|
2024
Q1 | $389K | Buy |
1,413
+14
| +1% | +$3.85K | 0.04% | 207 |
|
|
2023
Q4 | $338K | Buy |
1,399
+22
| +2% | +$5.31K | 0.04% | 201 |
|
|
2023
Q3 | $288K | Sell |
1,377
-1,134
| -45% | -$237K | 0.04% | 222 |
|
|
2023
Q2 | $591K | Sell |
2,511
-574
| -19% | -$135K | 0.08% | 137 |
|
|
2023
Q1 | $717K | Buy |
+3,085
| New | +$717K | 0.11% | 113 |
|
|
2019
Q3 | – | Sell |
-66
| Closed | -$13K | – | 1569 |
|
|
2019
Q2 | $13K | Buy |
66
+58
| +725% | +$11.4K | ﹤0.01% | 856 |
|
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1612 |
|
|
2018
Q4 | – | Sell |
-8
| Closed | -$1K | – | 1284 |
|
|
2018
Q3 | $1K | Sell |
8
-16
| -67% | -$2K | ﹤0.01% | 1206 |
|
|
2018
Q2 | $4K | Buy |
24
+5
| +26% | +$833 | ﹤0.01% | 1043 |
|
|
2018
Q1 | $3K | Buy |
19
+16
| +533% | +$2.53K | ﹤0.01% | 1100 |
|
|
2017
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1329 |
|
|
2017
Q3 | $0 | Sell |
3
-10
| -77% | – | ﹤0.01% | 1335 |
|
|
2017
Q2 | $2K | Sell |
13
-4
| -24% | -$615 | ﹤0.01% | 1109 |
|
|
2017
Q1 | $2K | Sell |
17
-7
| -29% | -$824 | ﹤0.01% | 1159 |
|
|
2016
Q4 | $3K | Buy |
24
+6
| +33% | +$750 | ﹤0.01% | 860 |
|
|
2016
Q3 | $2K | Buy |
18
+8
| +80% | +$889 | ﹤0.01% | 890 |
|
|
2016
Q2 | $1K | Sell |
10
-31
| -76% | -$3.1K | ﹤0.01% | 959 |
|
|
2016
Q1 | $5K | Buy |
41
+26
| +173% | +$3.17K | ﹤0.01% | 537 |
|
|
2015
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 701 |
|