United Asset Strategies’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
Q3 | $491K | Sell |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $742K | Sell |
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|
2024
Q2 | $818K | Hold |
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|
2024
Q1 | $858K | Hold |
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|
2023
Q4 | $753K | Hold |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $656K | Buy |
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