Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.3K | Hold |
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|
2025
Q2 | $15.3K | Hold |
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|
2025
Q1 | $16.9K | Sell |
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|
2024
Q4 | $19.7K | Buy |
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|
2024
Q3 | $14.7K | Hold |
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|
2024
Q2 | $13.1K | Hold |
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|
2024
Q1 | $13.8K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $8K | Sell |
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|
2019
Q4 | $37K | Sell |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q2 | $35K | Sell |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $54K | Hold |
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|
2018
Q3 | $50K | Sell |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $93K | Sell |
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|
2017
Q4 | $115K | Sell |
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|
2017
Q3 | $125K | Hold |
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|
2017
Q2 | $118K | Hold |
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|
2017
Q1 | $106K | Sell |
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|
2016
Q4 | $109K | Buy |
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