The Family Firm’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
Q2 | – | Sell |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $502K | Hold |
|
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $469K | Hold |
|
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $356K | Hold |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $396K | Buy |
|
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|
2022
Q4 | $415K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $415K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $757K | Buy |
|