SimplyRich’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 | $617K | Sell |
2,015
-67
| -3% | -$20.5K | 0.17% | 120 |
|
|
2025
Q1 | $703K | Hold |
2,082
| – | – | 0.2% | 100 |
|
|
2024
Q4 | $652K | Hold |
2,082
| – | – | 0.19% | 106 |
|
|
2024
Q3 | $613K | Sell |
2,082
-153
| -7% | -$45K | 0.17% | 113 |
|
|
2024
Q2 | $585K | Hold |
2,235
| – | – | 0.19% | 104 |
|
|
2024
Q1 | $615K | Hold |
2,235
| – | – | 0.2% | 100 |
|
|
2023
Q4 | $539K | Sell |
2,235
-410
| -16% | -$98.9K | 0.19% | 105 |
|
|
2023
Q3 | $552K | Sell |
2,645
-4,063
| -61% | -$848K | 0.27% | 91 |
|
|
2023
Q2 | $1.58M | Hold |
6,708
| – | – | 0.56% | 41 |
|
|
2023
Q1 | $1.56M | Sell |
6,708
-40
| -0.6% | -$9.29K | 0.59% | 38 |
|
|
2022
Q4 | $1.65M | Sell |
6,748
-5
| -0.1% | -$1.22K | 0.66% | 36 |
|
|
2022
Q3 | $1.36M | Buy |
+6,753
| New | +$1.36M | 0.61% | 38 |
|