TFC Financial 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 | – | Sell |
-1
| Closed | -$338 | – | 1099 |
|
|
2025
Q1 | $338 | Buy |
+1
| New | +$338 | ﹤0.01% | 694 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$275 | – | 1114 |
|
|
2024
Q1 | $275 | Buy |
+1
| New | +$275 | ﹤0.01% | 693 |
|
|
2022
Q3 | – | Sell |
-65
| Closed | -$13K | – | 583 |
|
|
2022
Q2 | $13K | Hold |
65
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $15K | Hold |
65
| – | – | ﹤0.01% | 282 |
|
|
2021
Q4 | $15K | Buy |
+65
| New | +$15K | ﹤0.01% | 303 |
|