Dynamic Advisor Solutions’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 | $710K | Buy |
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|
2025
Q2 | $622K | Buy |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $621K | Buy |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $281K | Buy |
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|
2020
Q3 | $265K | Buy |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $211K | Buy |
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