SSWM
Sheets Smith Wealth Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,790
| Closed | -$605K | – | 409 |
|
|
2025
Q1 | $605K | Hold |
1,790
| – | – | 0.08% | 227 |
|
|
2024
Q4 | $561K | Buy |
1,790
+535
| +43% | +$168K | 0.07% | 246 |
|
|
2024
Q3 | $370K | Buy |
+1,255
| New | +$370K | 0.05% | 292 |
|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$561K | – | 333 |
|
|
2019
Q4 | $561K | Sell |
2,800
-47
| -2% | -$9.42K | 0.11% | 191 |
|
|
2019
Q3 | $549K | Buy |
2,847
+86
| +3% | +$16.6K | 0.11% | 180 |
|
|
2019
Q2 | $529K | Buy |
+2,761
| New | +$529K | 0.11% | 196 |
|