Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $791K | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $54K | Buy |
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