A detailed history of Forum Financial Management, LP transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Forum Financial Management, LP holds 1,153 shares of WTW stock, worth $360,485. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,153
Previous 1,150 0.26%
Holding current value
$360,485
Previous $301,000 12.62%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$257.34 - $294.53 $772 - $883
3 Added 0.26%
1,153 $339,000
Q2 2024

Jul 30, 2024

BUY
$249.68 - $273.44 $499 - $546
2 Added 0.17%
1,150 $301,000
Q4 2023

Feb 07, 2024

BUY
$203.53 - $247.6 $233,652 - $284,244
1,148 New
1,148 $276,000
Q2 2023

Jul 26, 2023

BUY
$218.85 - $241.49 $1,094 - $1,207
5 Added 0.53%
946 $222,000
Q4 2022

Jan 24, 2023

BUY
$201.05 - $247.56 $189,188 - $232,953
941 New
941 $0
Q2 2022

Aug 15, 2022

BUY
$190.83 - $242.73 $10,304 - $13,107
54 Added 5.11%
1,110 $219,000
Q1 2022

May 16, 2022

BUY
$216.82 - $243.39 $36,859 - $41,376
170 Added 19.19%
1,056 $249,000
Q4 2021

Feb 18, 2022

BUY
$225.84 - $248.52 $200,094 - $220,188
886 New
886 $210,000

Others Institutions Holding WTW

About WILLIS TOWERS WATSON PLC


  • Ticker WTW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 108,238,000
  • Market Cap $33.8B
  • Description
  • Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments, Health, Wealth and Career; and Risk and Broking. The company offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management cons...
More about WTW
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