3IP
3Chopt Investment Partners’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
2,105
-51
| -2% | -$15.7K | 0.16% | 117 |
|
|
2025
Q1 | $731K | Buy |
+2,156
| New | +$731K | 0.19% | 104 |
|
|
2024
Q3 | – | Sell |
-2,209
| Closed | -$581K | – | 181 |
|
|
2024
Q2 | $581K | Buy |
+2,209
| New | +$581K | 0.18% | 106 |
|
|
2024
Q1 | – | Sell |
-2,299
| Closed | -$556K | – | 164 |
|
|
2023
Q4 | $556K | Buy |
+2,299
| New | +$556K | 0.2% | 97 |
|
|
2023
Q3 | – | Sell |
-2,303
| Closed | -$544K | – | 138 |
|
|
2023
Q2 | $544K | Sell |
2,303
-1,964
| -46% | -$464K | 0.27% | 83 |
|
|
2023
Q1 | $995K | Sell |
4,267
-1,354
| -24% | -$316K | 0.53% | 56 |
|
|
2022
Q4 | $1.38M | Buy |
+5,621
| New | +$1.38M | 0.75% | 45 |
|