Modera Wealth Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
690
| – | – | ﹤0.01% | 617 |
|
|
2025
Q1 | $233K | Sell |
690
-71
| -9% | -$24K | ﹤0.01% | 567 |
|
|
2024
Q4 | $238K | Buy |
761
+15
| +2% | +$4.7K | ﹤0.01% | 557 |
|
|
2024
Q3 | $220K | Buy |
+746
| New | +$220K | ﹤0.01% | 560 |
|
|
2024
Q2 | – | Sell |
-745
| Closed | -$205K | – | 595 |
|
|
2024
Q1 | $205K | Buy |
+745
| New | +$205K | ﹤0.01% | 543 |
|
|
2022
Q1 | – | Sell |
-1,562
| Closed | -$371K | – | 598 |
|
|
2021
Q4 | $371K | Buy |
+1,562
| New | +$371K | 0.01% | 346 |
|