Orion Portfolio Solutions’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.37M | Buy |
9,961
+302
| +3% | +$102K | 0.03% | 483 |
|
|
2024
Q4 | $3.03M | Buy |
9,659
+1,775
| +23% | +$556K | 0.03% | 510 |
|
|
2024
Q3 | $2.32M | Buy |
7,884
+752
| +11% | +$221K | 0.02% | 614 |
|
|
2024
Q2 | $1.87M | Buy |
7,132
+1,696
| +31% | +$445K | 0.02% | 669 |
|
|
2024
Q1 | $1.5M | Buy |
5,436
+284
| +6% | +$78.1K | 0.02% | 796 |
|
|
2023
Q4 | $1.25M | Buy |
5,152
+113
| +2% | +$27.4K | 0.01% | 845 |
|
|
2023
Q3 | $1.05M | Sell |
5,039
-391
| -7% | -$81.7K | 0.01% | 910 |
|
|
2023
Q2 | $1.28M | Buy |
5,430
+601
| +12% | +$142K | 0.01% | 844 |
|
|
2023
Q1 | $1.12M | Buy |
4,829
+3,405
| +239% | +$791K | 0.01% | 821 |
|
|
2022
Q4 | $348K | Buy |
+1,424
| New | +$348K | 0.01% | 620 |
|
|
2020
Q3 | – | Sell |
-337
| Closed | -$66K | – | 2070 |
|
|
2020
Q2 | $66K | Buy |
337
+273
| +427% | +$53.5K | ﹤0.01% | 645 |
|
|
2020
Q1 | $11K | Buy |
64
+21
| +49% | +$3.61K | ﹤0.01% | 1049 |
|
|
2019
Q4 | $9K | Buy |
+43
| New | +$9K | ﹤0.01% | 1059 |
|