Bell Investment Advisors’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
Q2 | $17.8K | Hold |
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|
2025
Q1 | $19.6K | Hold |
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|
2024
Q4 | $18.2K | Hold |
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|
2024
Q3 | $17.1K | Hold |
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|
2024
Q2 | $15.2K | Buy |
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|
2024
Q1 | $13.5K | Sell |
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|
2023
Q4 | $14.5K | Buy |
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|
2023
Q3 | $9.82K | Sell |
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|
2023
Q2 | $22.1K | Buy |
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|
2023
Q1 | $20.7K | Buy |
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|
2022
Q4 | $21K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Buy |
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