Tradition Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-253
| Closed | -$61K | – | 1200 |
|
|
2023
Q4 | $61K | Hold |
253
| – | – | 0.01% | 582 |
|
|
2023
Q3 | $53K | Sell |
253
-1
| -0.4% | -$209 | 0.01% | 592 |
|
|
2023
Q2 | $60K | Sell |
254
-763
| -75% | -$180K | 0.01% | 585 |
|
|
2023
Q1 | $236K | Buy |
1,017
+1
| +0.1% | +$232 | 0.03% | 282 |
|
|
2022
Q4 | $248K | Hold |
1,016
| – | – | 0.04% | 239 |
|
|
2022
Q3 | $204K | Hold |
1,016
| – | – | 0.03% | 253 |
|
|
2022
Q2 | $201K | Hold |
1,016
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $240K | Hold |
1,016
| – | – | 0.03% | 274 |
|
|
2021
Q4 | $241K | Hold |
1,016
| – | – | 0.03% | 276 |
|
|
2021
Q3 | $236K | Hold |
1,016
| – | – | 0.03% | 254 |
|
|
2021
Q2 | $234K | Buy |
+1,016
| New | +$234K | 0.04% | 263 |
|