Geneos Wealth 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 | $8.98K | Sell |
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|
2025
Q2 | $49.3K | Sell |
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|
2025
Q1 | $130K | Buy |
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|
2024
Q4 | $31.6K | Sell |
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|
2024
Q3 | $30.9K | Buy |
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|
2024
Q2 | $2.36K | Hold |
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|
2024
Q1 | $2.48K | Hold |
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|
2023
Q4 | $2.17K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $48K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $15K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Buy |
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