Waverly Advisors’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 | $242K | Buy |
789
+76
| +11% | +$23.3K | ﹤0.01% | 1054 |
|
|
2025
Q1 | $241K | Sell |
713
-252
| -26% | -$85.1K | ﹤0.01% | 996 |
|
|
2024
Q4 | $302K | Buy |
+965
| New | +$302K | ﹤0.01% | 818 |
|
|
2018
Q1 | – | Sell |
-385
| Closed | -$58K | – | 363 |
|
|
2017
Q4 | $58K | Buy |
+385
| New | +$58K | 0.01% | 245 |
|
|
2015
Q3 | – | Sell |
-151
| Closed | -$19K | – | 455 |
|
|
2015
Q2 | $19K | Buy |
+151
| New | +$19K | 0.01% | 220 |
|