Summit Trail Advisors’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 | $3.13M | Buy |
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|
2025
Q2 | $2.76M | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $314K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $969K | Sell |
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|
2018
Q3 | $924K | Buy |
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|
2018
Q2 | $967K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $44K | Buy |
|