Red Door Wealth Management’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 | $257K | Hold |
840
| – | – | 0.03% | 230 |
|
|
2025
Q1 | $284K | Hold |
840
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $263K | Hold |
840
| – | – | 0.04% | 192 |
|
|
2024
Q3 | $247K | Hold |
840
| – | – | 0.04% | 191 |
|
|
2024
Q2 | $220K | Sell |
840
-6
| -0.7% | -$1.57K | 0.04% | 183 |
|
|
2024
Q1 | $233K | Hold |
846
| – | – | 0.04% | 176 |
|
|
2023
Q4 | $204K | Buy |
+846
| New | +$204K | 0.04% | 189 |
|
|
2023
Q1 | – | Sell |
-847
| Closed | -$207K | – | 152 |
|
|
2022
Q4 | $207K | Buy |
+847
| New | +$207K | 0.07% | 134 |
|
|
2021
Q3 | – | Sell |
-428
| Closed | -$98K | – | 624 |
|
|
2021
Q2 | $98K | Buy |
+428
| New | +$98K | 0.04% | 201 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$14K | – | 437 |
|
|
2020
Q2 | $14K | Hold |
75
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $12K | Buy |
+75
| New | +$12K | 0.01% | 281 |
|