Alhambra Investment Management’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 | $351K | Hold |
1,147
| – | – | 0.17% | 124 |
|
|
2025
Q1 | $388K | Sell |
1,147
-113
| -9% | -$38.2K | 0.2% | 109 |
|
|
2024
Q4 | $395K | Hold |
1,260
| – | – | 0.2% | 108 |
|
|
2024
Q3 | $371K | Hold |
1,260
| – | – | 0.19% | 122 |
|
|
2024
Q2 | $330K | Hold |
1,260
| – | – | 0.18% | 116 |
|
|
2024
Q1 | $347K | Hold |
1,260
| – | – | 0.19% | 118 |
|
|
2023
Q4 | $304K | Hold |
1,260
| – | – | 0.18% | 122 |
|
|
2023
Q3 | $263K | Hold |
1,260
| – | – | 0.17% | 125 |
|
|
2023
Q2 | $297K | Hold |
1,260
| – | – | 0.2% | 117 |
|
|
2023
Q1 | $293K | Hold |
1,260
| – | – | 0.2% | 114 |
|
|
2022
Q4 | $308K | Hold |
1,260
| – | – | 0.22% | 106 |
|
|
2022
Q3 | $253K | Hold |
1,260
| – | – | 0.19% | 118 |
|
|
2022
Q2 | $249K | Hold |
1,260
| – | – | 0.18% | 126 |
|
|
2022
Q1 | $298K | Hold |
1,260
| – | – | 0.2% | 124 |
|
|
2021
Q4 | $299K | Hold |
1,260
| – | – | 0.21% | 127 |
|
|
2021
Q3 | $293K | Hold |
1,260
| – | – | 0.22% | 122 |
|
|
2021
Q2 | $290K | Hold |
1,260
| – | – | 0.22% | 127 |
|
|
2021
Q1 | $288K | Hold |
1,260
| – | – | 0.23% | 119 |
|
|
2020
Q4 | $265K | Hold |
1,260
| – | – | 0.28% | 110 |
|
|
2020
Q3 | $263K | Sell |
1,260
-12
| -0.9% | -$2.51K | 0.32% | 96 |
|
|
2020
Q2 | $251K | Buy |
+1,272
| New | +$251K | 0.33% | 84 |
|
|
2020
Q1 | – | Sell |
-1,110
| Closed | -$224K | – | 120 |
|
|
2019
Q4 | $224K | Buy |
+1,110
| New | +$224K | 0.26% | 108 |
|