DWM
Dakota Wealth Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Sell |
23,996
-607
| -2% | -$186K | 0.15% | 118 |
|
|
2025
Q1 | $8.31M | Sell |
24,603
-521
| -2% | -$176K | 0.19% | 105 |
|
|
2024
Q4 | $7.87M | Sell |
25,124
-510
| -2% | -$160K | 0.18% | 110 |
|
|
2024
Q3 | $7.55M | Sell |
25,634
-64
| -0.2% | -$18.9K | 0.17% | 118 |
|
|
2024
Q2 | $6.74M | Sell |
25,698
-161
| -0.6% | -$42.2K | 0.16% | 118 |
|
|
2024
Q1 | $7.11M | Sell |
25,859
-473
| -2% | -$130K | 0.18% | 118 |
|
|
2023
Q4 | $6.35M | Sell |
26,332
-248
| -0.9% | -$59.8K | 0.25% | 107 |
|
|
2023
Q3 | $5.55M | Sell |
26,580
-75
| -0.3% | -$15.7K | 0.25% | 104 |
|
|
2023
Q2 | $6.28M | Sell |
26,655
-187
| -0.7% | -$44K | 0.3% | 87 |
|
|
2023
Q1 | $6.24M | Sell |
26,842
-354
| -1% | -$82.3K | 0.42% | 66 |
|
|
2022
Q4 | $6.65M | Sell |
27,196
-285
| -1% | -$69.7K | 0.47% | 50 |
|
|
2022
Q3 | $5.52M | Buy |
27,481
+178
| +0.7% | +$35.8K | 0.45% | 51 |
|
|
2022
Q2 | $5.39M | Buy |
27,303
+121
| +0.4% | +$23.9K | 0.5% | 51 |
|
|
2022
Q1 | $6.42M | Buy |
27,182
+25,458
| +1,477% | +$6.01M | 0.52% | 48 |
|
|
2021
Q4 | $409K | Buy |
1,724
+594
| +53% | +$141K | 0.04% | 269 |
|
|
2021
Q3 | $263K | Buy |
+1,130
| New | +$263K | 0.03% | 298 |
|