Schechter Investment Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $360K | Buy |
1,066
+26
| +3% | +$8.79K | 0.03% | 437 |
|
|
2024
Q4 | $326K | Buy |
1,040
+20
| +2% | +$6.27K | 0.03% | 470 |
|
|
2024
Q3 | $301K | Sell |
1,020
-1,937
| -66% | -$571K | 0.02% | 497 |
|
|
2024
Q2 | $775K | Buy |
2,957
+453
| +18% | +$119K | 0.06% | 290 |
|
|
2024
Q1 | $689K | Sell |
2,504
-675
| -21% | -$186K | 0.05% | 323 |
|
|
2023
Q4 | $767K | Buy |
3,179
+778
| +32% | +$188K | 0.07% | 276 |
|
|
2023
Q3 | $502K | Buy |
+2,401
| New | +$502K | 0.05% | 340 |
|