Summit Securities Group’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 | $58K | Buy |
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|
2025
Q2 | $20.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $32K | Sell |
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|
2023
Q1 | $49K | Buy |
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|
2022
Q4 | $27K | Sell |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $248K | Buy |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $108K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $3.19M | Buy |
|