DHJJ Financial 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 | $530K | Hold |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $515K | Hold |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $423K | Hold |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $413K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $472K | Buy |
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