Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $393K | Hold |
|
|||||
|
2025
Q3 | $413K | Buy |
|
|||||
|
2025
Q2 | $367K | Hold |
|
|||||
|
2025
Q1 | $404K | Sell |
|
|||||
|
2024
Q4 | $375K | Buy |
|
|||||
|
2024
Q3 | $340K | Buy |
|
|||||
|
2024
Q2 | $301K | Buy |
|
|||||
|
2024
Q1 | $316K | Hold |
|
|||||
|
2023
Q4 | $277K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $223K | Buy |
|
|||||
|
2023
Q1 | $219K | Hold |
|
|||||
|
2022
Q4 | $230K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $219K | Buy |
|
|||||
|
2022
Q1 | $249K | Buy |
|
|||||
|
2021
Q4 | $210K | Buy |
|