TA
Tiedemann Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $678K | Hold |
3,234
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $764K | Hold |
3,234
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $754K | Hold |
3,234
| – | – | 0.03% | 129 |
|
|
2022
Q4 | $794K | Hold |
3,234
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $652K | Hold |
3,234
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $641K | Sell |
3,234
-12
| -0.4% | -$2.38K | 0.05% | 140 |
|
|
2022
Q1 | $770K | Buy |
3,246
+12
| +0.4% | +$2.85K | 0.04% | 159 |
|
|
2021
Q4 | $771K | Hold |
3,234
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $754K | Sell |
3,234
-1
| -0% | -$233 | 0.04% | 159 |
|
|
2021
Q2 | $744K | Sell |
3,235
-15
| -0.5% | -$3.45K | 0.03% | 193 |
|
|
2021
Q1 | $746K | Buy |
3,250
+16
| +0.5% | +$3.67K | 0.03% | 184 |
|
|
2020
Q4 | $684K | Hold |
3,234
| – | – | 0.03% | 183 |
|
|
2020
Q3 | $678K | Sell |
3,234
-1
| -0% | -$210 | 0.03% | 206 |
|
|
2020
Q2 | $639K | Sell |
3,235
-159
| -5% | -$31.4K | 0.03% | 199 |
|
|
2020
Q1 | $579K | Buy |
3,394
+2
| +0.1% | +$341 | 0.04% | 195 |
|
|
2019
Q4 | $688K | Sell |
3,392
-5
| -0.1% | -$1.01K | 0.03% | 190 |
|
|
2019
Q3 | $658K | Sell |
3,397
-56
| -2% | -$10.8K | 0.03% | 205 |
|
|
2019
Q2 | $664K | Buy |
3,453
+62
| +2% | +$11.9K | 0.03% | 183 |
|
|
2019
Q1 | $598K | Buy |
3,391
+7
| +0.2% | +$1.23K | 0.03% | 280 |
|
|
2018
Q4 | $516K | Hold |
3,384
| – | – | 0.03% | 282 |
|
|
2018
Q3 | $479K | Hold |
3,384
| – | – | 0.03% | 231 |
|
|
2018
Q2 | $515K | Hold |
3,384
| – | – | 0.03% | 221 |
|
|
2018
Q1 | $517K | Hold |
3,384
| – | – | 0.04% | 196 |
|
|
2017
Q4 | $512K | Sell |
3,384
-500
| -13% | -$75.7K | 0.04% | 155 |
|
|
2017
Q3 | $601K | Buy |
+3,884
| New | +$601K | 0.05% | 191 |
|