Clearstead 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
Q3 | $995K | Buy |
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|
2025
Q2 | $856K | Buy |
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|
2025
Q1 | $876K | Buy |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $760K | Buy |
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|
2024
Q2 | $675K | Buy |
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|
2024
Q1 | $78.9K | Buy |
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|
2023
Q4 | $11.3K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $573K | Hold |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $462K | Hold |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $26K | Buy |
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|
2021
Q2 | $2K | Buy |
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