EverSource Wealth 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 | $344K | Buy |
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|
2025
Q2 | $303K | Buy |
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|
2025
Q1 | $196K | Buy |
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|
2024
Q4 | $145K | Buy |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $165K | Buy |
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|
2024
Q1 | $146K | Buy |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $115K | Sell |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $102K | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $22K | Buy |
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