Allworth Financial’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Buy |
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|
2025
Q2 | $164K | Buy |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $108K | Sell |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | $73.8K | Sell |
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|
2023
Q3 | $66.2K | Buy |
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|
2023
Q2 | $23.8K | Hold |
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|
2023
Q1 | $23.5K | Buy |
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|
2022
Q4 | $24K | Hold |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $18K | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $13K | Buy |
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