SWM
Seed Wealth Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Hold |
970
| – | – | 0.22% | 106 |
|
|
2025
Q1 | $328K | Hold |
970
| – | – | 0.27% | 94 |
|
|
2024
Q4 | $304K | Hold |
970
| – | – | 0.25% | 103 |
|
|
2024
Q3 | $286K | Hold |
970
| – | – | 0.23% | 114 |
|
|
2024
Q2 | $254K | Buy |
970
+120
| +14% | +$31.5K | 0.22% | 117 |
|
|
2024
Q1 | $232K | Hold |
850
| – | – | 0.22% | 124 |
|
|
2023
Q4 | $204K | Buy |
+850
| New | +$204K | 0.21% | 137 |
|
|
2023
Q3 | – | Sell |
-850
| Closed | -$200K | – | 145 |
|
|
2023
Q2 | $200K | Buy |
+850
| New | +$200K | 0.21% | 137 |
|
|
2023
Q1 | – | Sell |
-850
| Closed | -$208K | – | 138 |
|
|
2022
Q4 | $208K | Buy |
+850
| New | +$208K | 0.24% | 123 |
|