Laird Norton Wetherby Wealth Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
+1,004
| New | +$308K | 0.01% | 713 |
|
|
2024
Q4 | $307K | Sell |
981
-39
| -4% | -$12.2K | 0.01% | 693 |
|
|
2024
Q3 | $300K | Sell |
1,020
-79
| -7% | -$23.3K | 0.01% | 731 |
|
|
2024
Q2 | $288K | Sell |
1,099
-37
| -3% | -$9.7K | 0.01% | 721 |
|
|
2024
Q1 | $312K | Sell |
1,136
-4
| -0.4% | -$1.1K | 0.01% | 728 |
|
|
2023
Q4 | $275K | Sell |
1,140
-17
| -1% | -$4.1K | 0.01% | 746 |
|
|
2023
Q3 | $242K | Sell |
1,157
-35
| -3% | -$7.31K | 0.01% | 749 |
|
|
2023
Q2 | $281K | Sell |
1,192
-16
| -1% | -$3.77K | 0.02% | 740 |
|
|
2023
Q1 | $281K | Hold |
1,208
| – | – | 0.02% | 730 |
|
|
2022
Q4 | $295K | Buy |
1,208
+33
| +3% | +$8.07K | 0.02% | 683 |
|
|
2022
Q3 | $236K | Sell |
1,175
-46
| -4% | -$9.24K | 0.02% | 748 |
|
|
2022
Q2 | $241K | Sell |
1,221
-164
| -12% | -$32.4K | 0.02% | 757 |
|
|
2022
Q1 | $327K | Sell |
1,385
-58
| -4% | -$13.7K | 0.02% | 686 |
|
|
2021
Q4 | $343K | Sell |
1,443
-34
| -2% | -$8.08K | 0.02% | 662 |
|
|
2021
Q3 | $343K | Sell |
1,477
-33
| -2% | -$7.66K | 0.02% | 636 |
|
|
2021
Q2 | $347K | Buy |
1,510
+30
| +2% | +$6.89K | 0.02% | 652 |
|
|
2021
Q1 | $339K | Sell |
1,480
-40
| -3% | -$9.16K | 0.03% | 559 |
|
|
2020
Q4 | $320K | Sell |
1,520
-12
| -0.8% | -$2.53K | 0.02% | 626 |
|
|
2020
Q3 | $319K | Sell |
1,532
-5
| -0.3% | -$1.04K | 0.03% | 506 |
|
|
2020
Q2 | $303K | Sell |
1,537
-13
| -0.8% | -$2.56K | 0.03% | 505 |
|
|
2020
Q1 | $263K | Buy |
1,550
+333
| +27% | +$56.5K | 0.03% | 488 |
|
|
2019
Q4 | $246K | Sell |
1,217
-5
| -0.4% | -$1.01K | 0.02% | 598 |
|
|
2019
Q3 | $236K | Buy |
1,222
+22
| +2% | +$4.25K | 0.02% | 612 |
|
|
2019
Q2 | $230K | Buy |
1,200
+47
| +4% | +$9.01K | 0.03% | 609 |
|
|
2019
Q1 | $203K | Buy |
+1,153
| New | +$203K | 0.03% | 618 |
|