Sendero 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 | $5.5M | Sell |
17,942
-426
| -2% | -$131K | 0.69% | 32 |
|
|
2025
Q1 | $6.21M | Buy |
18,368
+819
| +5% | +$277K | 0.86% | 29 |
|
|
2024
Q4 | $5.5M | Buy |
17,549
+762
| +5% | +$239K | 0.82% | 26 |
|
|
2024
Q3 | $4.94M | Buy |
16,787
+867
| +5% | +$255K | 0.78% | 28 |
|
|
2024
Q2 | $4.17M | Buy |
15,920
+513
| +3% | +$134K | 0.7% | 31 |
|
|
2024
Q1 | $4.24M | Buy |
15,407
+310
| +2% | +$85.3K | 0.73% | 29 |
|
|
2023
Q4 | $3.64M | Sell |
15,097
-259
| -2% | -$62.5K | 0.69% | 31 |
|
|
2023
Q3 | $3.21M | Buy |
15,356
+2,566
| +20% | +$536K | 0.69% | 31 |
|
|
2023
Q2 | $3.01M | Buy |
12,790
+2,593
| +25% | +$611K | 0.66% | 33 |
|
|
2023
Q1 | $2.37M | Buy |
10,197
+1,101
| +12% | +$256K | 0.73% | 30 |
|
|
2022
Q4 | $2.22M | Buy |
9,096
+3,669
| +68% | +$897K | 0.79% | 20 |
|
|
2022
Q3 | $1.09M | Buy |
+5,427
| New | +$1.09M | 0.45% | 38 |
|