AAM
Aureus Asset Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,429
| Closed | -$1.27M | – | 185 |
|
|
2022
Q2 | $1.27M | Hold |
6,429
| – | – | 0.1% | 83 |
|
|
2022
Q1 | $1.52M | Buy |
6,429
+4,179
| +186% | +$987K | 0.1% | 84 |
|
|
2021
Q4 | $534K | Hold |
2,250
| – | – | 0.03% | 127 |
|
|
2021
Q3 | $523K | Hold |
2,250
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $518K | Hold |
2,250
| – | – | 0.03% | 136 |
|
|
2021
Q1 | $515K | Sell |
2,250
-2,340
| -51% | -$536K | 0.04% | 115 |
|
|
2020
Q4 | $967K | Hold |
4,590
| – | – | 0.08% | 90 |
|
|
2020
Q3 | $958K | Buy |
+4,590
| New | +$958K | 0.09% | 84 |
|