Rise Advisors’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 | $17.1K | Hold |
56
| – | – | 0.01% | 630 |
|
|
2025
Q1 | $18.8K | Sell |
56
-5
| -8% | -$1.68K | 0.01% | 531 |
|
|
2024
Q4 | $19K | Buy |
61
+1
| +2% | +$311 | 0.01% | 697 |
|
|
2024
Q3 | $17.8K | Hold |
60
| – | – | 0.01% | 765 |
|
|
2024
Q2 | $15.8K | Hold |
60
| – | – | 0.01% | 797 |
|
|
2024
Q1 | $16.5K | Buy |
+60
| New | +$16.5K | 0.01% | 793 |
|