Tompkins Financial’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
2026 Q1	$2.62K	Hold	9	–	–	﹤0.01%	518
2025 Q4	$2.96K	Hold	9	–	–	﹤0.01%	520
2025 Q3	$3.11K	Hold	9	–	–	﹤0.01%	498
2025 Q2	$2.76K	Hold	9	–	–	﹤0.01%	494
2025 Q1	$3.04K	Hold	9	–	–	﹤0.01%	513
2024 Q4	$2.82K	Hold	9	–	–	﹤0.01%	483
2024 Q3	$2.65K	Hold	9	–	–	﹤0.01%	534
2024 Q2	$2.36K	Hold	9	–	–	﹤0.01%	545
2024 Q1	$2.48K	Hold	9	–	–	﹤0.01%	572
2023 Q4	$2.17K	Hold	9	–	–	﹤0.01%	587
2023 Q3	$1.88K	Hold	9	–	–	﹤0.01%	539
2023 Q2	$2.12K	Hold	9	–	–	﹤0.01%	560
2023 Q1	$2.09K	Hold	9	–	–	﹤0.01%	583
2022 Q4	$2K	Hold	9	–	–	﹤0.01%	581
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	569
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	553
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	578
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	341
2021 Q3	$2K	Buy	+9	New	+$2K	﹤0.01%	376
2016 Q2	–	Sell	-300	Closed	-$36K	–	574
2016 Q1	$36K	Buy	+300	New	+$34.5K	0.01%	277