Cary Street Partners Investment Advisory’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 | $251K | Buy |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $48.9K | Sell |
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|
2024
Q3 | $3.02M | Sell |
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|
2024
Q2 | $2.9M | Buy |
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|
2024
Q1 | $2.64M | Buy |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $325K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $32K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $549K | Buy |
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