Vise Technologies’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
Q2 | $646K | Buy |
+2,108
| New | +$646K | 0.03% | 550 |
|
2024
Q4 | $382K | Buy |
1,220
+206
| +20% | +$64.5K | 0.03% | 511 |
|
2024
Q3 | $299K | Buy |
1,014
+61
| +6% | +$18K | 0.04% | 447 |
|
2024
Q2 | $250K | Buy |
953
+116
| +14% | +$30.4K | 0.04% | 350 |
|
2024
Q1 | $230K | Sell |
837
-65
| -7% | -$17.9K | 0.05% | 339 |
|
2023
Q4 | $218K | Buy |
+902
| New | +$218K | 0.05% | 327 |
|
2023
Q3 | – | Sell |
-972
| Closed | -$229K | – | 365 |
|
2023
Q2 | $229K | Sell |
972
-145
| -13% | -$34.1K | 0.06% | 298 |
|
2023
Q1 | $260K | Sell |
1,117
-215
| -16% | -$50K | 0.07% | 274 |
|
2022
Q4 | $326K | Sell |
1,332
-64
| -5% | -$15.7K | 0.1% | 219 |
|
2022
Q3 | $281K | Buy |
+1,396
| New | +$281K | 0.11% | 218 |
|