Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43
| Closed | -$13.5K | – | 1862 |
|
|
2024
Q4 | $13.5K | Buy |
43
+8
| +23% | +$2.51K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $10.3K | Hold |
35
| – | – | ﹤0.01% | 1187 |
|
|
2024
Q2 | $9.18K | Buy |
35
+19
| +119% | +$4.98K | ﹤0.01% | 1119 |
|
|
2024
Q1 | $4.4K | Buy |
16
+1
| +7% | +$275 | ﹤0.01% | 1118 |
|
|
2023
Q4 | $3.62K | Buy |
15
+4
| +36% | +$965 | ﹤0.01% | 1095 |
|
|
2023
Q3 | $2.3K | Buy |
11
+7
| +175% | +$1.46K | ﹤0.01% | 1139 |
|
|
2023
Q2 | $942 | Buy |
+4
| New | +$942 | ﹤0.01% | 1023 |
|