Riverpoint Wealth Management Holdings’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 | $440K | Hold |
1,436
| – | – | 0.1% | 46 |
|
|
2025
Q1 | $485K | Hold |
1,436
| – | – | 0.13% | 43 |
|
|
2024
Q4 | $450K | Hold |
1,436
| – | – | 0.12% | 43 |
|
|
2024
Q3 | $423K | Hold |
1,436
| – | – | 0.11% | 43 |
|
|
2024
Q2 | $376K | Sell |
1,436
-106
| -7% | -$27.8K | 0.1% | 43 |
|
|
2024
Q1 | $424K | Buy |
1,542
+1
| +0.1% | +$275 | 0.12% | 39 |
|
|
2023
Q4 | $372K | Hold |
1,541
| – | – | 0.11% | 40 |
|
|
2023
Q3 | $322K | Hold |
1,541
| – | – | 0.11% | 41 |
|
|
2023
Q2 | $363K | Buy |
1,541
+1
| +0.1% | +$235 | 0.12% | 39 |
|
|
2023
Q1 | $358K | Hold |
1,540
| – | – | 0.12% | 36 |
|
|
2022
Q4 | $377K | Buy |
1,540
+1
| +0.1% | +$245 | 0.14% | 35 |
|
|
2022
Q3 | $309K | Hold |
1,539
| – | – | 0.13% | 38 |
|
|
2022
Q2 | $304K | Hold |
1,539
| – | – | 0.12% | 36 |
|
|
2022
Q1 | $363K | Buy |
1,539
+1
| +0.1% | +$236 | 0.13% | 37 |
|
|
2021
Q4 | $365K | Hold |
1,538
| – | – | 0.12% | 38 |
|
|
2021
Q3 | $358K | Hold |
1,538
| – | – | 0.13% | 47 |
|
|
2021
Q2 | $354K | Buy |
1,538
+1
| +0.1% | +$230 | 0.1% | 68 |
|
|
2021
Q1 | $352K | Hold |
1,537
| – | – | 0.11% | 68 |
|
|
2020
Q4 | $324K | Hold |
1,537
| – | – | 0.1% | 66 |
|
|
2020
Q3 | $321K | Buy |
1,537
+1
| +0.1% | +$209 | 0.12% | 63 |
|
|
2020
Q2 | $303K | Hold |
1,536
| – | – | 0.12% | 59 |
|
|
2020
Q1 | $261K | Buy |
+1,536
| New | +$261K | 0.13% | 60 |
|