Summit Securities Group’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 | $20.2K | Buy |
+66
| New | +$20.2K | ﹤0.01% | 599 |
|
|
2023
Q3 | – | Sell |
-138
| Closed | -$32K | – | 893 |
|
|
2023
Q2 | $32K | Sell |
138
-73
| -35% | -$16.9K | ﹤0.01% | 401 |
|
|
2023
Q1 | $49K | Buy |
211
+102
| +94% | +$23.7K | ﹤0.01% | 309 |
|
|
2022
Q4 | $27K | Sell |
109
-29
| -21% | -$7.18K | ﹤0.01% | 621 |
|
|
2022
Q3 | $28K | Sell |
138
-96
| -41% | -$19.5K | ﹤0.01% | 489 |
|
|
2022
Q2 | $46K | Buy |
234
+184
| +368% | +$36.2K | 0.01% | 396 |
|
|
2022
Q1 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 575 |
|
|
2021
Q3 | – | Sell |
-1,080
| Closed | -$248K | – | 501 |
|
|
2021
Q2 | $248K | Buy |
+1,080
| New | +$248K | 0.02% | 282 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 577 |
|
|
2014
Q3 | – | Sell |
-944
| Closed | -$108K | – | 649 |
|
|
2014
Q2 | $108K | Buy |
+944
| New | +$108K | 0.04% | 218 |
|
|
2013
Q4 | – | Sell |
-27,746
| Closed | -$3.19M | – | 485 |
|
|
2013
Q3 | $3.19M | Buy |
+27,746
| New | +$3.19M | 1.08% | 19 |
|