CIA
Concurrent Investment Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,104
| Closed | -$373K | – | 1395 |
|
|
2025
Q1 | $373K | Sell |
1,104
-13
| -1% | -$4.39K | 0.01% | 827 |
|
|
2024
Q4 | $350K | Buy |
1,117
+50
| +5% | +$15.7K | 0.01% | 765 |
|
|
2024
Q3 | $314K | Buy |
1,067
+128
| +14% | +$37.7K | 0.01% | 757 |
|
|
2024
Q2 | $246K | Buy |
+939
| New | +$246K | 0.01% | 793 |
|