VisionPoint Advisory Group’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10
| Closed | -$2.62K | – | 798 |
|
|
2024
Q2 | $2.62K | Buy |
10
+2
| +25% | +$524 | ﹤0.01% | 631 |
|
|
2024
Q1 | $2.2K | Sell |
8
-1
| -11% | -$275 | ﹤0.01% | 667 |
|
|
2023
Q4 | $2.17K | Sell |
9
-14
| -61% | -$3.38K | ﹤0.01% | 616 |
|
|
2023
Q3 | $4.81K | Hold |
23
| – | – | ﹤0.01% | 501 |
|
|
2023
Q2 | $5.42K | Buy |
+23
| New | +$5.42K | ﹤0.01% | 443 |
|