Spire Wealth Management’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 | $33.2K | Buy |
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|
2025
Q2 | $24.8K | Sell |
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|
2025
Q1 | $30.4K | Sell |
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|
2024
Q4 | $30.4K | Sell |
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|
2024
Q3 | $32.1K | Buy |
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|
2024
Q2 | $27.5K | Buy |
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|
2024
Q1 | $20.7K | Sell |
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|
2023
Q4 | $29.8K | Buy |
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|
2023
Q3 | $24.7K | Buy |
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|
2023
Q2 | $23.9K | Buy |
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|
2023
Q1 | $17.2K | Buy |
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|
2022
Q4 | $13K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $19K | Buy |
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