Sutton Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $8.78K | Buy |
42
+33
| +367% | +$6.9K | ﹤0.01% | 495 |
|
2023
Q2 | $2.12K | Hold |
9
| – | – | ﹤0.01% | 690 |
|
2023
Q1 | $2.09K | Sell |
9
-4
| -31% | -$929 | ﹤0.01% | 638 |
|
2022
Q4 | $3.18K | Hold |
13
| – | – | ﹤0.01% | 1156 |
|
2022
Q3 | $2.61K | Sell |
13
-1
| -7% | -$201 | ﹤0.01% | 1154 |
|
2022
Q2 | $2.76K | Buy |
14
+2
| +17% | +$395 | ﹤0.01% | 1139 |
|
2022
Q1 | $2.84K | Buy |
12
+2
| +20% | +$473 | ﹤0.01% | 1159 |
|
2021
Q4 | $2.38K | Hold |
10
| – | – | ﹤0.01% | 1180 |
|
2021
Q3 | $2.33K | Sell |
10
-1
| -9% | -$233 | ﹤0.01% | 1152 |
|
2021
Q2 | $2.53K | Hold |
11
| – | – | ﹤0.01% | 1137 |
|
2021
Q1 | $2.52K | Buy |
11
+2
| +22% | +$458 | ﹤0.01% | 1112 |
|
2020
Q4 | $1.9K | Buy |
9
+3
| +50% | +$632 | ﹤0.01% | 1114 |
|
2020
Q3 | $1.25K | Hold |
6
| – | – | ﹤0.01% | 1115 |
|
2020
Q2 | $1.18K | Hold |
6
| – | – | ﹤0.01% | 1108 |
|
2020
Q1 | $1.02K | Buy |
+6
| New | +$1.02K | ﹤0.01% | 1089 |
|