Pettyjohn Wood & White’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 | $208K | Hold |
680
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $230K | Sell |
680
-2,200
| -76% | -$743K | 0.04% | 175 |
|
|
2024
Q4 | $902K | Hold |
2,880
| – | – | 0.17% | 90 |
|
|
2024
Q3 | $848K | Hold |
2,880
| – | – | 0.16% | 90 |
|
|
2024
Q2 | $755K | Hold |
2,880
| – | – | 0.15% | 91 |
|
|
2024
Q1 | $792K | Hold |
2,880
| – | – | 0.16% | 89 |
|
|
2023
Q4 | $695K | Hold |
2,880
| – | – | 0.15% | 88 |
|
|
2023
Q3 | $602K | Hold |
2,880
| – | – | 0.14% | 95 |
|
|
2023
Q2 | $678K | Hold |
2,880
| – | – | 0.16% | 88 |
|
|
2023
Q1 | $669K | Hold |
2,880
| – | – | 0.16% | 86 |
|
|
2022
Q4 | $704K | Hold |
2,880
| – | – | 0.18% | 90 |
|
|
2022
Q3 | $579K | Hold |
2,880
| – | – | 0.15% | 91 |
|
|
2022
Q2 | $568K | Buy |
+2,880
| New | +$568K | 0.13% | 100 |
|