EP Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
4,256
+27
| +0.6% | +$8.28K | 0.01% | 512 |
|
|
2025
Q1 | $1.43M | Sell |
4,229
-227
| -5% | -$76.7K | 0.01% | 420 |
|
|
2024
Q4 | $1.4M | Sell |
4,456
-181
| -4% | -$56.7K | 0.01% | 420 |
|
|
2024
Q3 | $1.37M | Buy |
4,637
+3,375
| +267% | +$994K | 0.01% | 429 |
|
|
2024
Q2 | $331K | Buy |
1,262
+301
| +31% | +$78.9K | ﹤0.01% | 627 |
|
|
2024
Q1 | $264K | Sell |
961
-34
| -3% | -$9.35K | ﹤0.01% | 667 |
|
|
2023
Q4 | $240K | Buy |
995
+4
| +0.4% | +$965 | ﹤0.01% | 676 |
|
|
2023
Q3 | $207K | Sell |
991
-183,572
| -99% | -$38.4M | ﹤0.01% | 663 |
|
|
2023
Q2 | $229K | Buy |
+184,563
| New | +$229K | ﹤0.01% | 624 |
|