Bartlett & Co Wealth Management’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 | $15.7K | Buy |
51
+1
| +2% | +$307 | ﹤0.01% | 855 |
|
|
2025
Q1 | $16.9K | Hold |
50
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $15.7K | Hold |
50
| – | – | ﹤0.01% | 846 |
|
|
2024
Q3 | $14.8K | Buy |
+50
| New | +$14.8K | ﹤0.01% | 863 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$2.13K | – | 1208 |
|
|
2023
Q2 | $2.13K | Hold |
9
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q1 | $2.1K | Hold |
9
| – | – | ﹤0.01% | 978 |
|
|
2022
Q4 | $2.21K | Hold |
9
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q3 | $1.82K | Hold |
9
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q2 | $1.78K | Buy |
+9
| New | +$1.78K | ﹤0.01% | 1193 |
|
|
2021
Q4 | – | Sell |
-17
| Closed | -$3.97K | – | 901 |
|
|
2021
Q3 | $3.97K | Buy |
+17
| New | +$3.97K | ﹤0.01% | 793 |
|