Montag & Associates’s Willis Towers Watson WTW Stock Holding History

Montag & Associates’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.62M	Sell
2025 Q1	$3.04M	Hold
2024 Q4	$2.82M	Hold
2024 Q3	$2.65M	Sell
2024 Q2	$2.37M	Sell
2024 Q1	$2.53M	Sell
2023 Q4	$2.22M	Sell
2023 Q3	$1.95M	Sell
2023 Q2	$2.25M	Sell
2023 Q1	$2.3M	Hold
2022 Q4	$2.42M	Hold
2022 Q3	$1.99M	Hold
2022 Q2	$1.95M	Sell
2022 Q1	$2.45M	Sell
2021 Q4	$2.93M	Sell
2021 Q3	$3.02M	Sell
2021 Q2	$3.17M	Sell
2021 Q1	$3.25M	Sell
2020 Q4	$3.21M	Buy
2020 Q3	$3.15M	Hold
2020 Q2	$2.98M	Sell
2020 Q1	$2.59M	Sell
2019 Q4	$3.13M	Sell
2019 Q3	$3.12M	Hold
2019 Q2	$3.09M	Hold
2019 Q1	$2.83M	Sell
2018 Q4	$2.52M	Hold
2018 Q3	$2.34M	Hold
2018 Q2	$2.52M	Hold
2018 Q1	$2.52M	Sell
2017 Q4	$2.69M	Sell
2017 Q3	$2.79M	Sell
2017 Q2	$2.7M	Hold
2017 Q1	$2.43M	Sell
2016 Q4	$2.3M	Sell
2016 Q3	$2.84M	Sell
2016 Q2	$2.69M	Sell
2016 Q1	$2.6M	Sell
2015 Q4	$2.98M	Sell
2015 Q3	$2.58M	Hold
2015 Q2	$2.95M	Hold
2015 Q1	$3.03M	Sell
2014 Q4	$4.17M	Buy
2014 Q3	$3.73M	Buy
2014 Q2	$3.89M	Sell
2014 Q1	$4.18M	Sell
2013 Q4	$4.64M	Sell
2013 Q3	$5.47M	Sell
2013 Q2	$6.53M	Buy