Cassaday & 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 | $291K | Buy |
950
+28
| +3% | +$8.58K | 0.01% | 277 |
|
|
2025
Q1 | $312K | Hold |
922
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $289K | Hold |
922
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $272K | Sell |
922
-2
| -0.2% | -$589 | 0.01% | 260 |
|
|
2024
Q2 | $242K | Sell |
924
-1
| -0.1% | -$262 | 0.01% | 257 |
|
|
2024
Q1 | $254K | Sell |
925
-12
| -1% | -$3.3K | 0.01% | 251 |
|
|
2023
Q4 | $226K | Buy |
+937
| New | +$226K | 0.01% | 252 |
|
|
2023
Q3 | – | Sell |
-922
| Closed | -$217K | – | 280 |
|
|
2023
Q2 | $217K | Buy |
+922
| New | +$217K | 0.01% | 240 |
|