Kovitz Investment Group 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
Q4 | – | Sell |
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|
2025
Q3 | $8.41M | Sell |
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|
2025
Q2 | $7.53M | Buy |
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|
2025
Q1 | $7.07M | Sell |
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|
2024
Q4 | $6.85M | Sell |
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|
2024
Q3 | $6.23M | Sell |
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|
2024
Q2 | $6.37M | Sell |
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|
2024
Q1 | $6.78M | Buy |
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|
2023
Q4 | $5.08M | Sell |
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|
2023
Q3 | $5.12M | Buy |
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|
2023
Q2 | $5.12M | Buy |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $6.24M | Sell |
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|
2022
Q3 | $5.65M | Sell |
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|
2022
Q2 | $5.73M | Buy |
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|
2022
Q1 | $6.62M | Buy |
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