Dakota Wealth Management’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 | $8.09M | Sell |
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|
2025
Q2 | $7.35M | Sell |
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|
2025
Q1 | $8.31M | Sell |
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|
2024
Q4 | $7.87M | Sell |
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|
2024
Q3 | $7.55M | Sell |
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|
2024
Q2 | $6.74M | Sell |
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|
2024
Q1 | $7.11M | Sell |
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|
2023
Q4 | $6.35M | Sell |
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|
2023
Q3 | $5.55M | Sell |
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|
2023
Q2 | $6.28M | Sell |
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|
2023
Q1 | $6.24M | Sell |
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|
2022
Q4 | $6.65M | Sell |
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|
2022
Q3 | $5.52M | Buy |
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|
2022
Q2 | $5.39M | Buy |
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|
2022
Q1 | $6.42M | Buy |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $263K | Buy |
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