CIBC Private Wealth Group’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
4,704
-2,081
| -31% | -$638K | ﹤0.01% | 609 |
|
|
2025
Q1 | $2.05M | Sell |
6,785
-24
| -0.4% | -$7.25K | ﹤0.01% | 527 |
|
|
2024
Q4 | $2.14M | Sell |
6,809
-348
| -5% | -$109K | ﹤0.01% | 556 |
|
|
2024
Q3 | $2.11M | Buy |
7,157
+107
| +2% | +$31.5K | ﹤0.01% | 559 |
|
|
2024
Q2 | $1.83M | Buy |
7,050
+27
| +0.4% | +$7.01K | ﹤0.01% | 554 |
|
|
2024
Q1 | $1.92M | Buy |
7,023
+9
| +0.1% | +$2.46K | ﹤0.01% | 550 |
|
|
2023
Q4 | $1.69M | Buy |
7,014
+2,432
| +53% | +$587K | ﹤0.01% | 532 |
|
|
2023
Q3 | $957K | Buy |
4,582
+87
| +2% | +$18.2K | ﹤0.01% | 617 |
|
|
2023
Q2 | $1.06M | Hold |
4,495
| – | – | ﹤0.01% | 586 |
|
|
2023
Q1 | $1.04M | Hold |
4,495
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $304K | Hold |
4,495
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $903K | Hold |
4,495
| – | – | ﹤0.01% | 606 |
|
|
2022
Q2 | $887K | Sell |
4,495
-2
| -0% | -$395 | ﹤0.01% | 616 |
|
|
2022
Q1 | $1.06M | Buy |
4,497
+87
| +2% | +$20.5K | ﹤0.01% | 626 |
|
|
2021
Q4 | $1.05M | Buy |
+4,410
| New | +$1.05M | ﹤0.01% | 635 |
|
|
2021
Q3 | – | Sell |
-4,410
| Closed | -$1.01M | – | 1030 |
|
|
2021
Q2 | $1.01M | Buy |
+4,410
| New | +$1.01M | ﹤0.01% | 665 |
|
|
2018
Q3 | – | Sell |
-55
| Closed | -$8K | – | 1746 |
|
|
2018
Q2 | $8K | Hold |
55
| – | – | ﹤0.01% | 1631 |
|
|
2018
Q1 | $8K | Sell |
55
-4
| -7% | -$582 | ﹤0.01% | 1581 |
|
|
2017
Q4 | $9K | Buy |
+59
| New | +$9K | ﹤0.01% | 1584 |
|