EverSource 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 | $303K | Buy |
989
+411
| +71% | +$126K | 0.01% | 665 |
|
|
2025
Q1 | $196K | Buy |
578
+116
| +25% | +$39.2K | 0.01% | 669 |
|
|
2024
Q4 | $145K | Buy |
462
+7
| +2% | +$2.19K | 0.01% | 787 |
|
|
2024
Q3 | $134K | Sell |
455
-129
| -22% | -$38K | 0.01% | 699 |
|
|
2024
Q2 | $165K | Buy |
584
+1
| +0.2% | +$282 | 0.01% | 626 |
|
|
2024
Q1 | $146K | Buy |
583
+26
| +5% | +$6.53K | 0.01% | 583 |
|
|
2023
Q4 | $134K | Buy |
557
+34
| +7% | +$8.2K | 0.01% | 544 |
|
|
2023
Q3 | $109K | Buy |
523
+32
| +7% | +$6.69K | 0.01% | 543 |
|
|
2023
Q2 | $116K | Sell |
491
-2
| -0.4% | -$471 | 0.01% | 532 |
|
|
2023
Q1 | $115K | Sell |
493
-10
| -2% | -$2.32K | 0.01% | 499 |
|
|
2022
Q4 | $123K | Sell |
503
-3
| -0.6% | -$734 | 0.02% | 452 |
|
|
2022
Q3 | $102K | Buy |
506
+306
| +153% | +$61.7K | 0.02% | 430 |
|
|
2022
Q2 | $39K | Buy |
200
+58
| +41% | +$11.3K | 0.01% | 678 |
|
|
2022
Q1 | $34K | Buy |
142
+50
| +54% | +$12K | 0.01% | 549 |
|
|
2021
Q4 | $22K | Buy |
+92
| New | +$22K | 0.01% | 647 |
|