Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-567
| Closed | -$178K | – | 595 |
|
|
2024
Q4 | $178K | Sell |
567
-45
| -7% | -$14.1K | 0.02% | 225 |
|
|
2024
Q3 | $181K | Buy |
612
+611
| +61,100% | +$181K | 0.02% | 236 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 550 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 597 |
|
|
2023
Q4 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 615 |
|
|
2023
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 636 |
|
|
2023
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 595 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 681 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 644 |
|