Wedmont Private Capital’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 | $273K | Sell |
885
-129
| -13% | -$39.8K | 0.01% | 606 |
|
|
2025
Q1 | $326K | Buy |
1,014
+72
| +8% | +$23.2K | 0.02% | 496 |
|
|
2024
Q4 | $295K | Buy |
942
+133
| +16% | +$41.6K | 0.02% | 540 |
|
|
2024
Q3 | $233K | Buy |
+809
| New | +$233K | 0.01% | 590 |
|
|
2023
Q3 | – | Sell |
-1,150
| Closed | -$264K | – | 535 |
|
|
2023
Q2 | $264K | Buy |
1,150
+66
| +6% | +$15.2K | 0.03% | 416 |
|
|
2023
Q1 | $254K | Buy |
1,084
+91
| +9% | +$21.4K | 0.03% | 383 |
|
|
2022
Q4 | $252K | Buy |
+993
| New | +$252K | 0.04% | 379 |
|