Aperio Group’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $12.7M | Sell |
60,101
-1,611
| -3% | -$339K | 0.04% | 464 |
|
|
2020
Q3 | $12.9M | Buy |
61,712
+1,368
| +2% | +$286K | 0.04% | 394 |
|
|
2020
Q2 | $11.9M | Buy |
60,344
+4,370
| +8% | +$861K | 0.04% | 405 |
|
|
2020
Q1 | $9.51M | Buy |
55,974
+12,200
| +28% | +$2.07M | 0.04% | 429 |
|
|
2019
Q4 | $8.84M | Buy |
43,774
+729
| +2% | +$147K | 0.03% | 537 |
|
|
2019
Q3 | $8.31M | Buy |
43,045
+2,612
| +6% | +$504K | 0.03% | 538 |
|
|
2019
Q2 | $7.74M | Buy |
40,433
+2,332
| +6% | +$447K | 0.03% | 566 |
|
|
2019
Q1 | $6.69M | Buy |
38,101
+3,268
| +9% | +$574K | 0.03% | 585 |
|
|
2018
Q4 | $5.29M | Buy |
34,833
+9,501
| +38% | +$1.44M | 0.03% | 617 |
|
|
2018
Q3 | $3.57M | Sell |
25,332
-1,900
| -7% | -$268K | 0.02% | 800 |
|
|
2018
Q2 | $4.13M | Sell |
27,232
-1,190
| -4% | -$180K | 0.02% | 734 |
|
|
2018
Q1 | $4.33M | Buy |
28,422
+2,135
| +8% | +$325K | 0.02% | 704 |
|
|
2017
Q4 | $3.96M | Buy |
26,287
+5,461
| +26% | +$823K | 0.02% | 716 |
|
|
2017
Q3 | $3.21M | Buy |
20,826
+3,051
| +17% | +$471K | 0.02% | 766 |
|
|
2017
Q2 | $2.59M | Buy |
17,775
+8,930
| +101% | +$1.3M | 0.02% | 810 |
|
|
2017
Q1 | $1.16M | Buy |
8,845
+285
| +3% | +$37.3K | 0.01% | 1102 |
|
|
2016
Q4 | $1.05M | Buy |
8,560
+2,719
| +47% | +$333K | 0.01% | 1108 |
|
|
2016
Q3 | $776K | Buy |
5,841
+201
| +4% | +$26.7K | 0.01% | 1225 |
|
|
2016
Q2 | $701K | Sell |
5,640
-87
| -2% | -$10.8K | 0.01% | 1231 |
|
|
2016
Q1 | $680K | Buy |
+5,727
| New | +$680K | 0.01% | 1224 |
|
|
2015
Q3 | – | Sell |
-2,037
| Closed | -$253K | – | 2010 |
|
|
2015
Q2 | $253K | Buy |
2,037
+111
| +6% | +$13.8K | ﹤0.01% | 1731 |
|
|
2015
Q1 | $246K | Buy |
1,926
+63
| +3% | +$8.05K | ﹤0.01% | 1693 |
|
|
2014
Q4 | $221K | Sell |
1,863
-345
| -16% | -$40.9K | ﹤0.01% | 1682 |
|
|
2014
Q3 | $242K | Sell |
2,208
-187
| -8% | -$20.5K | ﹤0.01% | 1510 |
|
|
2014
Q2 | $275K | Sell |
2,395
-452
| -16% | -$51.9K | ﹤0.01% | 1438 |
|
|
2014
Q1 | $333K | Buy |
+2,847
| New | +$333K | ﹤0.01% | 1554 |
|
|
2013
Q4 | – | Sell |
-2,592
| Closed | -$298K | – | 1535 |
|
|
2013
Q3 | $298K | Sell |
2,592
-183
| -7% | -$21K | 0.01% | 1420 |
|
|
2013
Q2 | $300K | Buy |
+2,775
| New | +$300K | 0.01% | 1267 |
|