Bartlett & Co Wealth Management’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 | $5.54K | Sell |
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|
2025
Q2 | $15.7K | Buy |
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|
2025
Q1 | $16.9K | Hold |
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|
2024
Q4 | $15.7K | Hold |
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|
2024
Q3 | $14.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.13K | Hold |
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|
2023
Q1 | $2.1K | Hold |
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|
2022
Q4 | $2.21K | Hold |
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|
2022
Q3 | $1.82K | Hold |
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|
2022
Q2 | $1.78K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.96K | Buy |
|