Atria Investments’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 | $1.49M | Buy |
4,867
+2,272
| +88% | +$696K | 0.02% | 853 |
|
|
2025
Q1 | $877K | Sell |
2,595
-191
| -7% | -$64.6K | 0.01% | 1051 |
|
|
2024
Q4 | $873K | Sell |
2,786
-267
| -9% | -$83.6K | 0.01% | 1049 |
|
|
2024
Q3 | $899K | Sell |
3,053
-259
| -8% | -$76.3K | 0.01% | 1022 |
|
|
2024
Q2 | $868K | Buy |
+3,312
| New | +$868K | 0.01% | 1012 |
|
|
2023
Q2 | – | Sell |
-6,318
| Closed | -$1.47M | – | 894 |
|
|
2023
Q1 | $1.47M | Buy |
+6,318
| New | +$1.47M | 0.03% | 654 |
|
|
2019
Q3 | – | Sell |
-1,344
| Closed | -$259K | – | 978 |
|
|
2019
Q2 | $259K | Sell |
1,344
-1,380
| -51% | -$266K | 0.01% | 801 |
|
|
2019
Q1 | $478K | Buy |
2,724
+1,086
| +66% | +$191K | 0.02% | 543 |
|
|
2018
Q4 | $249K | Buy |
1,638
+70
| +4% | +$10.6K | 0.01% | 727 |
|
|
2018
Q3 | $221K | Sell |
1,568
-1
| -0.1% | -$141 | 0.01% | 895 |
|
|
2018
Q2 | $238K | Buy |
+1,569
| New | +$238K | 0.01% | 822 |
|
|
2018
Q1 | – | Sell |
-3,033
| Closed | -$457K | – | 917 |
|
|
2017
Q4 | $457K | Sell |
3,033
-1,504
| -33% | -$227K | 0.02% | 502 |
|
|
2017
Q3 | $700K | Sell |
4,537
-90
| -2% | -$13.9K | 0.04% | 390 |
|
|
2017
Q2 | $673K | Sell |
4,627
-178
| -4% | -$25.9K | 0.04% | 364 |
|
|
2017
Q1 | $629K | Buy |
4,805
+46
| +1% | +$6.02K | 0.04% | 348 |
|
|
2016
Q4 | $582K | Buy |
4,759
+1,025
| +27% | +$125K | 0.04% | 317 |
|
|
2016
Q3 | $496K | Buy |
+3,734
| New | +$496K | 0.05% | 313 |
|