VWA
Valued Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923 | Hold |
3
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $1.02K | Hold |
3
| – | – | ﹤0.01% | 487 |
|
|
2024
Q4 | $943 | Sell |
3
-3
| -50% | -$943 | ﹤0.01% | 484 |
|
|
2024
Q3 | $1.77K | Buy |
6
+3
| +100% | +$887 | ﹤0.01% | 388 |
|
|
2024
Q2 | $790 | Hold |
3
| – | – | ﹤0.01% | 463 |
|
|
2024
Q1 | $828 | Hold |
3
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $630 | Buy |
+3
| New | +$630 | ﹤0.01% | 416 |
|