Summit Trail Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
8,987
+7,725
| +612% | +$2.37M | 0.05% | 202 |
|
|
2025
Q1 | $428K | Buy |
1,262
+422
| +50% | +$143K | 0.01% | 266 |
|
|
2024
Q4 | $264K | Buy |
+840
| New | +$264K | 0.01% | 318 |
|
|
2024
Q2 | – | Sell |
-1,139
| Closed | -$314K | – | 676 |
|
|
2024
Q1 | $314K | Buy |
1,139
+282
| +33% | +$77.8K | 0.01% | 442 |
|
|
2023
Q4 | $207K | Buy |
+857
| New | +$207K | 0.01% | 491 |
|
|
2022
Q3 | – | Sell |
-1,145
| Closed | -$227K | – | 420 |
|
|
2022
Q2 | $227K | Buy |
+1,145
| New | +$227K | 0.01% | 324 |
|
|
2019
Q1 | – | Sell |
-6,379
| Closed | -$969K | – | 134 |
|
|
2018
Q4 | $969K | Sell |
6,379
-179
| -3% | -$27.2K | 0.34% | 38 |
|
|
2018
Q3 | $924K | Buy |
6,558
+179
| +3% | +$25.2K | 0.2% | 64 |
|
|
2018
Q2 | $967K | Buy |
+6,379
| New | +$967K | 0.34% | 43 |
|
|
2018
Q1 | – | Sell |
-274
| Closed | -$44K | – | 1680 |
|
|
2017
Q4 | $44K | Buy |
+274
| New | +$44K | 0.01% | 850 |
|