Sequoia Financial 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 | $499K | Buy |
1,627
+62
| +4% | +$19K | ﹤0.01% | 986 |
|
|
2025
Q1 | $529K | Buy |
1,565
+26
| +2% | +$8.79K | ﹤0.01% | 826 |
|
|
2024
Q4 | $482K | Sell |
1,539
-3
| -0.2% | -$939 | ﹤0.01% | 817 |
|
|
2024
Q3 | $454K | Buy |
1,542
+353
| +30% | +$104K | ﹤0.01% | 788 |
|
|
2024
Q2 | $312K | Buy |
1,189
+47
| +4% | +$12.3K | ﹤0.01% | 869 |
|
|
2024
Q1 | $314K | Sell |
1,142
-548
| -32% | -$151K | ﹤0.01% | 836 |
|
|
2023
Q4 | $408K | Buy |
+1,690
| New | +$408K | 0.01% | 802 |
|
|
2019
Q2 | – | Sell |
-1,491
| Closed | -$262K | – | 390 |
|
|
2019
Q1 | $262K | Hold |
1,491
| – | – | 0.02% | 301 |
|
|
2018
Q4 | $226K | Buy |
+1,491
| New | +$226K | 0.03% | 253 |
|