Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $186K | Hold |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $174K | Hold |
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|
2020
Q1 | $150K | Hold |
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|
2019
Q4 | $179K | Hold |
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|
2019
Q3 | $171K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $336K | Hold |
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|
2018
Q2 | $362K | Hold |
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|
2018
Q1 | $363K | Sell |
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|
2017
Q4 | $719K | Hold |
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|
2017
Q3 | $736K | Hold |
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|
2017
Q2 | $694K | Hold |
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|
2017
Q1 | $624K | Sell |
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|
2016
Q4 | $608K | Hold |
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|
2016
Q3 | $660K | Sell |
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|
2016
Q2 | $742K | Buy |
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