Pathstone Holdings’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 | $2.72M | Buy |
8,860
+773
| +10% | +$237K | 0.01% | 826 |
|
|
2025
Q1 | $2.73M | Buy |
8,087
+298
| +4% | +$101K | 0.01% | 812 |
|
|
2024
Q4 | $2.44M | Buy |
7,789
+32
| +0.4% | +$10K | 0.01% | 867 |
|
|
2024
Q3 | $2.29M | Buy |
7,757
+270
| +4% | +$79.6K | 0.01% | 896 |
|
|
2024
Q2 | $1.96M | Sell |
7,487
-350
| -4% | -$91.8K | 0.01% | 924 |
|
|
2024
Q1 | $2.16M | Buy |
7,837
+964
| +14% | +$265K | 0.01% | 858 |
|
|
2023
Q4 | $1.66M | Buy |
+6,873
| New | +$1.66M | 0.01% | 802 |
|