Tarbox Family Office’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-61
| Closed | -$14K | – | 991 |
|
|
2022
Q1 | $14K | Hold |
61
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $14K | Hold |
61
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $14K | Sell |
61
-5
| -8% | -$1.15K | ﹤0.01% | 445 |
|
|
2021
Q2 | $15K | Hold |
66
| – | – | ﹤0.01% | 428 |
|
|
2021
Q1 | $15K | Hold |
66
| – | – | ﹤0.01% | 372 |
|
|
2020
Q4 | $14K | Sell |
66
-2
| -3% | -$424 | ﹤0.01% | 364 |
|
|
2020
Q3 | $14K | Hold |
68
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $13K | Sell |
68
-18
| -21% | -$3.44K | ﹤0.01% | 347 |
|
|
2020
Q1 | $15K | Buy |
86
+18
| +26% | +$3.14K | ﹤0.01% | 284 |
|
|
2019
Q4 | $14K | Hold |
68
| – | – | ﹤0.01% | 331 |
|
|
2019
Q3 | $13K | Hold |
68
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $13K | Hold |
68
| – | – | ﹤0.01% | 302 |
|
|
2019
Q1 | $12K | Hold |
68
| – | – | ﹤0.01% | 291 |
|
|
2018
Q4 | $10K | Buy |
68
+60
| +750% | +$8.82K | ﹤0.01% | 302 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 602 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 590 |
|
|
2018
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 605 |
|
|
2017
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 585 |
|
|
2017
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 583 |
|