Mount Yale Investment Advisors’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 | $38.6K | Buy |
+126
| New | +$38.6K | ﹤0.01% | 885 |
|
|
2020
Q3 | – | Sell |
-3,300
| Closed | -$650K | – | 380 |
|
|
2020
Q2 | $650K | Hold |
3,300
| – | – | 0.12% | 184 |
|
|
2020
Q1 | $561K | Hold |
3,300
| – | – | 0.13% | 153 |
|
|
2019
Q4 | $697K | Sell |
3,300
-3,400
| -51% | -$718K | 0.12% | 149 |
|
|
2019
Q3 | $1.25M | Hold |
6,700
| – | – | 0.22% | 102 |
|
|
2019
Q2 | $1.3M | Sell |
6,700
-2,393
| -26% | -$463K | 0.24% | 96 |
|
|
2019
Q1 | $1.6M | Hold |
9,093
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $1.55M | Hold |
9,093
| – | – | 0.31% | 80 |
|
|
2018
Q3 | $1.44M | Hold |
9,093
| – | – | 0.25% | 88 |
|
|
2018
Q2 | $1.38M | Hold |
9,093
| – | – | 0.26% | 91 |
|
|
2018
Q1 | $1.38M | Buy |
+9,093
| New | +$1.38M | 0.3% | 86 |
|