Laird Norton Wetherby 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 | $366K | Buy |
1,059
+55
| +5% | +$17.8K | 0.01% | 683 |
|
|
2025
Q2 | $308K | Buy |
+1,004
| New | +$311K | 0.01% | 714 |
|
|
2024
Q4 | $307K | Sell |
981
-39
| -4% | -$12K | 0.01% | 693 |
|
|
2024
Q3 | $300K | Sell |
1,020
-79
| -7% | -$22.1K | 0.01% | 731 |
|
|
2024
Q2 | $288K | Sell |
1,099
-37
| -3% | -$9.55K | 0.01% | 725 |
|
|
2024
Q1 | $312K | Sell |
1,136
-4
| -0.4% | -$1.05K | 0.01% | 732 |
|
|
2023
Q4 | $275K | Sell |
1,140
-17
| -1% | -$3.93K | 0.01% | 749 |
|
|
2023
Q3 | $242K | Sell |
1,157
-35
| -3% | -$7.47K | 0.01% | 751 |
|
|
2023
Q2 | $281K | Sell |
1,192
-16
| -1% | -$3.69K | 0.02% | 743 |
|
|
2023
Q1 | $281K | Hold |
1,208
| – | – | 0.02% | 731 |
|
|
2022
Q4 | $295K | Buy |
1,208
+33
| +3% | +$7.54K | 0.02% | 685 |
|
|
2022
Q3 | $236K | Sell |
1,175
-46
| -4% | -$9.49K | 0.02% | 751 |
|
|
2022
Q2 | $241K | Sell |
1,221
-164
| -12% | -$35.2K | 0.02% | 759 |
|
|
2022
Q1 | $327K | Sell |
1,385
-58
| -4% | -$13.3K | 0.02% | 689 |
|
|
2021
Q4 | $343K | Sell |
1,443
-34
| -2% | -$8.05K | 0.02% | 671 |
|
|
2021
Q3 | $343K | Sell |
1,477
-33
| -2% | -$7.35K | 0.02% | 650 |
|
|
2021
Q2 | $347K | Buy |
1,510
+30
| +2% | +$7.46K | 0.02% | 661 |
|
|
2021
Q1 | $339K | Sell |
1,480
-40
| -3% | -$8.72K | 0.03% | 559 |
|
|
2020
Q4 | $320K | Sell |
1,520
-12
| -0.8% | -$2.47K | 0.02% | 636 |
|
|
2020
Q3 | $319K | Sell |
1,532
-5
| -0.3% | -$1.02K | 0.03% | 507 |
|
|
2020
Q2 | $303K | Sell |
1,537
-13
| -0.8% | -$2.49K | 0.03% | 505 |
|
|
2020
Q1 | $263K | Buy |
1,550
+333
| +27% | +$65.5K | 0.03% | 489 |
|
|
2019
Q4 | $246K | Sell |
1,217
-5
| -0.4% | -$958 | 0.02% | 599 |
|
|
2019
Q3 | $236K | Buy |
1,222
+22
| +2% | +$4.3K | 0.02% | 613 |
|
|
2019
Q2 | $230K | Buy |
1,200
+47
| +4% | +$8.51K | 0.03% | 610 |
|
|
2019
Q1 | $203K | Buy |
+1,153
| New | +$191K | 0.03% | 620 |
|
Other funds holding WTW
