Washington Trust Advisors’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 | $103K | Hold |
336
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $114K | Hold |
336
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $105K | Hold |
336
| – | – | 0.01% | 255 |
|
|
2024
Q3 | $99K | Hold |
336
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $88.1K | Hold |
336
| – | – | 0.01% | 263 |
|
|
2024
Q1 | $92.4K | Sell |
336
-2
| -0.6% | -$550 | 0.01% | 261 |
|
|
2023
Q4 | $81.5K | Hold |
338
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $70.6K | Hold |
338
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $79.6K | Hold |
338
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $78.5K | Hold |
338
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $82.7K | Sell |
338
-75
| -18% | -$18.3K | 0.01% | 270 |
|
|
2022
Q3 | $83K | Buy |
413
+19
| +5% | +$3.82K | 0.01% | 309 |
|
|
2022
Q2 | $78K | Sell |
394
-206
| -34% | -$40.8K | 0.01% | 334 |
|
|
2022
Q1 | $142K | Buy |
600
+3
| +0.5% | +$710 | 0.01% | 286 |
|
|
2021
Q4 | $142K | Buy |
+597
| New | +$142K | 0.01% | 308 |
|