Deseret Mutual Benefit Administrators’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Hold |
321
| – | – | 0.05% | 217 |
|
|
2025
Q1 | $108K | Hold |
321
| – | – | 0.05% | 200 |
|
|
2024
Q4 | $101K | Sell |
321
-27
| -8% | -$8.46K | 0.05% | 206 |
|
|
2024
Q3 | $102K | Sell |
348
-13
| -4% | -$3.83K | 0.05% | 213 |
|
|
2024
Q2 | $94.6K | Hold |
361
| – | – | 0.04% | 214 |
|
|
2024
Q1 | $99.3K | Hold |
361
| – | – | 0.05% | 204 |
|
|
2023
Q4 | $87.1K | Sell |
361
-93
| -20% | -$22.4K | 0.05% | 204 |
|
|
2023
Q3 | $94.9K | Sell |
454
-18
| -4% | -$3.76K | 0.05% | 214 |
|
|
2023
Q2 | $111K | Hold |
472
| – | – | 0.04% | 210 |
|
|
2023
Q1 | $110K | Hold |
472
| – | – | 0.04% | 208 |
|
|
2022
Q4 | $115K | Sell |
472
-391
| -45% | -$95.6K | 0.05% | 203 |
|
|
2022
Q3 | $173K | Sell |
863
-139
| -14% | -$27.9K | 0.05% | 221 |
|
|
2022
Q2 | $198K | Buy |
1,002
+8
| +0.8% | +$1.58K | 0.04% | 230 |
|
|
2022
Q1 | $235K | Sell |
994
-48
| -5% | -$11.3K | 0.05% | 228 |
|
|
2021
Q4 | $248K | Hold |
1,042
| – | – | 0.04% | 236 |
|
|
2021
Q3 | $242K | Buy |
1,042
+602
| +137% | +$140K | 0.04% | 234 |
|
|
2021
Q2 | $101K | Buy |
+440
| New | +$101K | 0.02% | 371 |
|