SOA Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307 | Sell |
1
-7
| -88% | -$2.15K | ﹤0.01% | 806 |
|
|
2025
Q1 | $2.7K | Hold |
8
| – | – | ﹤0.01% | 683 |
|
|
2024
Q4 | $2.51K | Hold |
8
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $2.36K | Hold |
8
| – | – | ﹤0.01% | 657 |
|
|
2024
Q2 | $2.1K | Hold |
8
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $2.2K | Hold |
8
| – | – | ﹤0.01% | 699 |
|
|
2023
Q4 | $1.93K | Hold |
8
| – | – | ﹤0.01% | 703 |
|
|
2023
Q3 | $1.67K | Hold |
8
| – | – | ﹤0.01% | 730 |
|
|
2023
Q2 | $1.88K | Hold |
8
| – | – | ﹤0.01% | 732 |
|
|
2023
Q1 | $1.86K | Hold |
8
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $1.96K | Hold |
8
| – | – | ﹤0.01% | 741 |
|
|
2022
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 804 |
|
|
2022
Q2 | $1K | Sell |
8
-65
| -89% | -$8.13K | ﹤0.01% | 792 |
|
|
2022
Q1 | $17K | Hold |
73
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $17K | Hold |
73
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $16K | Sell |
73
-9
| -11% | -$1.97K | ﹤0.01% | 495 |
|
|
2021
Q2 | $18K | Buy |
82
+49
| +148% | +$10.8K | ﹤0.01% | 481 |
|
|
2021
Q1 | $7K | Buy |
33
+16
| +94% | +$3.39K | ﹤0.01% | 585 |
|
|
2020
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 682 |
|