Evanson Asset 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 | $406K | Sell |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $533K | Hold |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $532K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $690K | Hold |
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|
2021
Q3 | $675K | Hold |
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|
2021
Q2 | $668K | Sell |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $802K | Sell |
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|
2020
Q3 | $804K | Sell |
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|
2020
Q2 | $1.15M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.49M | Hold |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.51M | Sell |
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|
2019
Q1 | $1.56M | Sell |
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|
2018
Q4 | $1.43M | Hold |
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|
2018
Q3 | $1.32M | Hold |
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|
2018
Q2 | $1.42M | Hold |
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|
2018
Q1 | $1.43M | Hold |
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|
2017
Q4 | $1.41M | Sell |
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|
2017
Q3 | $1.46M | Hold |
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|
2017
Q2 | $1.37M | Sell |
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|
2017
Q1 | $1.36M | Hold |
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|
2016
Q4 | $1.28M | Hold |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.5M | Buy |
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|
2016
Q1 | $1.42M | Buy |
|