Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $619K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $460K | Hold |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $399K | Sell |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $429K | Hold |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $593K | Hold |
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|
2019
Q3 | $567K | Hold |
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|
2019
Q2 | $563K | Hold |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $659K | Sell |
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|
2018
Q3 | $713K | Sell |
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|
2018
Q2 | $950K | Sell |
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|
2018
Q1 | $1.02M | Hold |
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|
2017
Q4 | $1.01M | Hold |
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|
2017
Q3 | $1.03M | Sell |
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|
2017
Q2 | $997K | Buy |
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|
2017
Q1 | $890K | Buy |
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|
2016
Q4 | $539K | Buy |
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|
2016
Q3 | $433K | Sell |
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|
2016
Q2 | $476K | Buy |
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|
2016
Q1 | $383K | Sell |
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|
2015
Q4 | $415K | Buy |
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|
2015
Q3 | $289K | Sell |
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|
2015
Q2 | $403K | Buy |
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|
2015
Q1 | $412K | Hold |
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|
2014
Q4 | $383K | Hold |
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|
2014
Q3 | $354K | Buy |
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|
2014
Q2 | $303K | Buy |
|