Vestmark Advisory Solutions’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,886
| Closed | -$444K | – | 882 |
|
2023
Q2 | $444K | Sell |
1,886
-22
| -1% | -$5.18K | 0.02% | 613 |
|
2023
Q1 | $443K | Sell |
1,908
-56
| -3% | -$13K | 0.02% | 600 |
|
2022
Q4 | $480K | Sell |
1,964
-552
| -22% | -$135K | 0.02% | 572 |
|
2022
Q3 | $506K | Buy |
2,516
+21
| +0.8% | +$4.22K | 0.03% | 536 |
|
2022
Q2 | $492K | Sell |
2,495
-67
| -3% | -$13.2K | 0.03% | 540 |
|
2022
Q1 | $605K | Buy |
2,562
+268
| +12% | +$63.3K | 0.03% | 482 |
|
2021
Q4 | $545K | Buy |
2,294
+521
| +29% | +$124K | 0.03% | 513 |
|
2021
Q3 | $412K | Buy |
+1,773
| New | +$412K | 0.03% | 563 |
|