Global Retirement Partners’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 | $287K | Buy |
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|
2025
Q2 | $252K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q2 | $138K | Hold |
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|
2023
Q1 | $132K | Buy |
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|
2022
Q4 | $2.2K | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $0 | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $7K | Buy |
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