Ancora 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 | $11K | Sell |
36
-540
| -94% | -$166K | ﹤0.01% | 1336 |
|
2025
Q1 | $195K | Sell |
576
-9
| -2% | -$3.04K | ﹤0.01% | 703 |
|
2024
Q4 | $183K | Buy |
585
+284
| +94% | +$89K | ﹤0.01% | 721 |
|
2024
Q3 | $88.7K | Buy |
301
+191
| +174% | +$56.3K | ﹤0.01% | 843 |
|
2024
Q2 | $28.8K | Buy |
+110
| New | +$28.8K | ﹤0.01% | 1056 |
|
2023
Q1 | – | Sell |
-2
| Closed | – | – | 2030 |
|
2022
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1919 |
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$230K | – | 2274 |
|
2021
Q2 | $230K | Hold |
1,000
| – | – | 0.01% | 717 |
|
2021
Q1 | $229K | Buy |
+1,000
| New | +$229K | 0.01% | 683 |
|
2020
Q4 | – | Sell |
-4,000
| Closed | -$835K | – | 1509 |
|
2020
Q3 | $835K | Hold |
4,000
| – | – | 0.03% | 340 |
|
2020
Q2 | $788K | Hold |
4,000
| – | – | 0.03% | 346 |
|
2020
Q1 | $679K | Buy |
+4,000
| New | +$679K | 0.03% | 388 |
|