Sanibel Captiva Trust Company’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 | $368K | Hold |
1,200
| – | – | 0.01% | 321 |
|
|
2025
Q1 | $406K | Hold |
1,200
| – | – | 0.01% | 299 |
|
|
2024
Q4 | $376K | Sell |
1,200
-120
| -9% | -$37.6K | 0.01% | 310 |
|
|
2024
Q3 | $389K | Hold |
1,320
| – | – | 0.01% | 298 |
|
|
2024
Q2 | $346K | Hold |
1,320
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $363K | Buy |
1,320
+8
| +0.6% | +$2.2K | 0.01% | 297 |
|
|
2023
Q4 | $316K | Buy |
+1,312
| New | +$316K | 0.01% | 295 |
|