UFF
USA Financial Formulas’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,373
| Closed | -$1.14M | – | 365 |
|
|
2025
Q1 | $1.14M | Buy |
+3,373
| New | +$1.14M | 0.19% | 43 |
|
|
2023
Q4 | – | Sell |
-3,328
| Closed | -$695K | – | 558 |
|
|
2023
Q3 | $695K | Sell |
3,328
-2
| -0.1% | -$418 | 1.04% | 28 |
|
|
2023
Q2 | $784K | Sell |
3,330
-706
| -17% | -$166K | 1.2% | 27 |
|
|
2023
Q1 | $938K | Buy |
+4,036
| New | +$938K | 1.52% | 22 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 431 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 457 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 494 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 456 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 439 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 370 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 323 |
|
|
2019
Q4 | $0 | Sell |
2
-24,744
| -100% | – | ﹤0.01% | 325 |
|
|
2019
Q3 | $4.78M | Buy |
+24,746
| New | +$4.78M | 1.85% | 9 |
|
|
2017
Q4 | – | Sell |
-21,189
| Closed | -$3.27M | – | 348 |
|
|
2017
Q3 | $3.27M | Buy |
+21,189
| New | +$3.27M | 0.78% | 57 |
|