TAM
Trust Asset Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
1,166
| – | – | 0.03% | 165 |
|
|
2025
Q1 | $394K | Sell |
1,166
-61
| -5% | -$20.6K | 0.03% | 151 |
|
|
2024
Q4 | $384K | Hold |
1,227
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $361K | Hold |
1,227
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $322K | Hold |
1,227
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $337K | Hold |
1,227
| – | – | 0.03% | 163 |
|
|
2023
Q4 | $296K | Hold |
1,227
| – | – | 0.03% | 163 |
|
|
2023
Q3 | $256K | Hold |
1,227
| – | – | 0.03% | 171 |
|
|
2023
Q2 | $289K | Hold |
1,227
| – | – | 0.03% | 165 |
|
|
2023
Q1 | $285K | Sell |
1,227
-62
| -5% | -$14.4K | 0.03% | 167 |
|
|
2022
Q4 | $315K | Hold |
1,289
| – | – | 0.04% | 154 |
|
|
2022
Q3 | $259K | Buy |
1,289
+13
| +1% | +$2.61K | 0.04% | 160 |
|
|
2022
Q2 | $252K | Buy |
1,276
+6
| +0.5% | +$1.19K | 0.04% | 161 |
|
|
2022
Q1 | $300K | Buy |
1,270
+19
| +2% | +$4.49K | 0.04% | 162 |
|
|
2021
Q4 | $297K | Hold |
1,251
| – | – | 0.04% | 170 |
|
|
2021
Q3 | $291K | Buy |
1,251
+83
| +7% | +$19.3K | 0.04% | 165 |
|
|
2021
Q2 | $269K | Buy |
1,168
+130
| +13% | +$29.9K | 0.04% | 163 |
|
|
2021
Q1 | $238K | Buy |
+1,038
| New | +$238K | 0.03% | 163 |
|