Trust Company of Vermont’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 | $33.4K | Hold |
109
| – | – | ﹤0.01% | 614 |
|
|
2025
Q1 | $36.8K | Hold |
109
| – | – | ﹤0.01% | 569 |
|
|
2024
Q4 | $34.1K | Hold |
109
| – | – | ﹤0.01% | 588 |
|
|
2024
Q3 | $32.1K | Buy |
109
+20
| +22% | +$5.89K | ﹤0.01% | 581 |
|
|
2024
Q2 | $23.3K | Buy |
89
+5
| +6% | +$1.31K | ﹤0.01% | 588 |
|
|
2024
Q1 | $23.1K | Hold |
84
| – | – | ﹤0.01% | 598 |
|
|
2023
Q4 | $20.3K | Hold |
84
| – | – | ﹤0.01% | 544 |
|
|
2023
Q3 | $17.6K | Hold |
84
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $19.8K | Hold |
84
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $19.5K | Hold |
84
| – | – | ﹤0.01% | 606 |
|
|
2022
Q4 | $20.5K | Hold |
84
| – | – | ﹤0.01% | 575 |
|
|
2022
Q3 | $17K | Hold |
84
| – | – | ﹤0.01% | 629 |
|
|
2022
Q2 | $17K | Buy |
+84
| New | +$17K | ﹤0.01% | 596 |
|
|
2022
Q1 | – | Sell |
-84
| Closed | -$20K | – | 752 |
|
|
2021
Q4 | $20K | Buy |
+84
| New | +$20K | ﹤0.01% | 586 |
|
|
2020
Q2 | – | Sell |
-29
| Closed | -$5K | – | 883 |
|
|
2020
Q1 | $5K | Sell |
29
-14
| -33% | -$2.41K | ﹤0.01% | 753 |
|
|
2019
Q4 | $9K | Sell |
43
-20
| -32% | -$4.19K | ﹤0.01% | 726 |
|
|
2019
Q3 | $12K | Hold |
63
| – | – | ﹤0.01% | 720 |
|
|
2019
Q2 | $12K | Hold |
63
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $11K | Sell |
63
-15
| -19% | -$2.62K | ﹤0.01% | 703 |
|
|
2018
Q4 | $12K | Sell |
78
-61
| -44% | -$9.39K | ﹤0.01% | 709 |
|
|
2018
Q3 | $20K | Hold |
139
| – | – | ﹤0.01% | 687 |
|
|
2018
Q2 | $21K | Buy |
139
+119
| +595% | +$18K | ﹤0.01% | 695 |
|
|
2018
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 889 |
|
|
2017
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 907 |
|
|
2017
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 864 |
|