S. Muoio & Co’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,040
| Closed | -$718K | – | 79 |
|
2022
Q1 | $718K | Sell |
3,040
-3,200
| -51% | -$756K | 0.85% | 41 |
|
2021
Q4 | $1.48M | Hold |
6,240
| – | – | 0.59% | 25 |
|
2021
Q3 | $1.45M | Buy |
+6,240
| New | +$1.45M | 1.12% | 29 |
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$2.09M | – | 80 |
|
2020
Q3 | $2.09M | Buy |
+10,000
| New | +$2.09M | 2.37% | 13 |
|