Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $678K | Hold |
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|
2023
Q2 | $764K | Hold |
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|
2023
Q1 | $754K | Hold |
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|
2022
Q4 | $794K | Hold |
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|
2022
Q3 | $652K | Hold |
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|
2022
Q2 | $641K | Sell |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $771K | Hold |
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|
2021
Q3 | $754K | Sell |
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|
2021
Q2 | $744K | Sell |
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|
2021
Q1 | $746K | Buy |
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|
2020
Q4 | $684K | Hold |
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|
2020
Q3 | $678K | Sell |
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|
2020
Q2 | $639K | Sell |
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|
2020
Q1 | $579K | Buy |
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|
2019
Q4 | $688K | Sell |
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|
2019
Q3 | $658K | Sell |
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|
2019
Q2 | $664K | Buy |
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|
2019
Q1 | $598K | Buy |
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|
2018
Q4 | $516K | Hold |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $515K | Hold |
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|
2018
Q1 | $517K | Hold |
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|
2017
Q4 | $512K | Sell |
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|
2017
Q3 | $601K | Buy |
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