WBI Investments’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 | $1.39M | Sell |
4,542
-68
| -1% | -$20.8K | 0.36% | 79 |
|
|
2025
Q1 | $1.56M | Buy |
4,610
+684
| +17% | +$231K | 0.41% | 74 |
|
|
2024
Q4 | $1.23M | Buy |
+3,926
| New | +$1.23M | 0.31% | 98 |
|
|
2024
Q2 | – | Sell |
-823
| Closed | -$226K | – | 236 |
|
|
2024
Q1 | $226K | Sell |
823
-231
| -22% | -$63.5K | 0.05% | 186 |
|
|
2023
Q4 | $254K | Buy |
+1,054
| New | +$254K | 0.05% | 182 |
|
|
2022
Q1 | – | Sell |
-13,484
| Closed | -$3.11M | – | 243 |
|
|
2021
Q4 | $3.11M | Buy |
+13,484
| New | +$3.11M | 0.5% | 49 |
|
|
2017
Q4 | – | Sell |
-13,037
| Closed | -$2.01M | – | 377 |
|
|
2017
Q3 | $2.01M | Buy |
+13,037
| New | +$2.01M | 0.09% | 140 |
|