Kestra Private Wealth Services’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 | $1.18M | Buy |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $292K | Buy |
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