Wealth Enhancement Advisory Services’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 | $2.26M | Buy |
7,360
+1,349
| +22% | +$414K | ﹤0.01% | 1297 |
|
|
2025
Q1 | $2.03M | Buy |
6,011
+815
| +16% | +$275K | ﹤0.01% | 1240 |
|
|
2024
Q4 | $1.63M | Buy |
5,196
+276
| +6% | +$86.5K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $1.45M | Buy |
4,920
+920
| +23% | +$271K | ﹤0.01% | 1208 |
|
|
2024
Q2 | $1.05M | Buy |
4,000
+527
| +15% | +$138K | ﹤0.01% | 1259 |
|
|
2024
Q1 | $955K | Buy |
3,473
+22
| +0.6% | +$6.05K | ﹤0.01% | 1258 |
|
|
2023
Q4 | $832K | Sell |
3,451
-255
| -7% | -$61.5K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $774K | Buy |
+3,706
| New | +$774K | ﹤0.01% | 1204 |
|