Mount Yale Investment Advisors’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
Q2 | $38.6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $650K | Hold |
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|
2020
Q1 | $561K | Hold |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.29M | Sell |
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|
2019
Q1 | $1.6M | Hold |
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|
2018
Q4 | $1.55M | Hold |
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|
2018
Q3 | $1.44M | Hold |
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|
2018
Q2 | $1.38M | Hold |
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|
2018
Q1 | $1.38M | Buy |
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