Spire 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 | $24.8K | Sell |
81
-9
| -10% | -$2.76K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $30.4K | Sell |
90
-7
| -7% | -$2.37K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $30.4K | Sell |
97
-12
| -11% | -$3.77K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $32.1K | Buy |
109
+4
| +4% | +$1.18K | ﹤0.01% | 1278 |
|
|
2024
Q2 | $27.5K | Buy |
105
+30
| +40% | +$7.86K | ﹤0.01% | 1322 |
|
|
2024
Q1 | $20.7K | Sell |
75
-44
| -37% | -$12.2K | ﹤0.01% | 1505 |
|
|
2023
Q4 | $29.8K | Buy |
119
+1
| +0.8% | +$251 | ﹤0.01% | 1383 |
|
|
2023
Q3 | $24.7K | Buy |
118
+17
| +17% | +$3.55K | ﹤0.01% | 1424 |
|
|
2023
Q2 | $23.9K | Buy |
101
+27
| +36% | +$6.38K | ﹤0.01% | 1517 |
|
|
2023
Q1 | $17.2K | Buy |
74
+19
| +35% | +$4.42K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $13K | Hold |
55
| – | – | ﹤0.01% | 1531 |
|
|
2022
Q3 | $11K | Sell |
55
-314
| -85% | -$62.8K | ﹤0.01% | 1549 |
|
|
2022
Q2 | $73K | Buy |
369
+314
| +571% | +$62.1K | ﹤0.01% | 1155 |
|
|
2022
Q1 | $13K | Sell |
55
-46
| -46% | -$10.9K | ﹤0.01% | 1961 |
|
|
2021
Q4 | $24K | Buy |
101
+46
| +84% | +$10.9K | ﹤0.01% | 2057 |
|
|
2021
Q3 | $13K | Hold |
55
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q2 | $13K | Sell |
55
-30
| -35% | -$7.09K | ﹤0.01% | 2042 |
|
|
2021
Q1 | $19K | Buy |
+85
| New | +$19K | ﹤0.01% | 2175 |
|