Baird Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.84M | Buy |
9,273
+89
| +1% | +$27.3K | 0.01% | 900 |
|
2025
Q1 | $3.1M | Sell |
9,184
-477
| -5% | -$161K | 0.01% | 831 |
|
2024
Q4 | $3.03M | Sell |
9,661
-6,638
| -41% | -$2.08M | 0.01% | 847 |
|
2024
Q3 | $4.8M | Buy |
16,299
+366
| +2% | +$108K | 0.01% | 681 |
|
2024
Q2 | $4.18M | Buy |
15,933
+799
| +5% | +$209K | 0.01% | 716 |
|
2024
Q1 | $4.16M | Buy |
15,134
+806
| +6% | +$222K | 0.01% | 716 |
|
2023
Q4 | $3.46M | Buy |
14,328
+124
| +0.9% | +$29.9K | 0.01% | 766 |
|
2023
Q3 | $2.97M | Buy |
14,204
+1,100
| +8% | +$230K | 0.01% | 790 |
|
2023
Q2 | $3.09M | Buy |
13,104
+1,040
| +9% | +$245K | 0.01% | 782 |
|
2023
Q1 | $2.8M | Sell |
12,064
-4,265
| -26% | -$991K | 0.01% | 781 |
|
2022
Q4 | $3.99M | Buy |
16,329
+1,638
| +11% | +$401K | 0.01% | 641 |
|
2022
Q3 | $2.95M | Buy |
14,691
+4,946
| +51% | +$994K | 0.01% | 703 |
|
2022
Q2 | $1.92M | Buy |
9,745
+376
| +4% | +$74.2K | 0.01% | 863 |
|
2022
Q1 | $2.21M | Buy |
+9,369
| New | +$2.21M | 0.01% | 866 |
|
2019
Q4 | – | Sell |
-1,280
| Closed | -$247K | – | 1561 |
|
2019
Q3 | $247K | Buy |
+1,280
| New | +$247K | ﹤0.01% | 1379 |
|
2019
Q2 | – | Sell |
-1,193
| Closed | -$210K | – | 1563 |
|
2019
Q1 | $210K | Buy |
+1,193
| New | +$210K | ﹤0.01% | 1236 |
|
2017
Q4 | – | Sell |
-15,351
| Closed | -$2.37M | – | 1299 |
|
2017
Q3 | $2.37M | Buy |
+15,351
| New | +$2.37M | 0.02% | 578 |
|
2016
Q2 | – | Sell |
-1,710
| Closed | -$203K | – | 1262 |
|
2016
Q1 | $203K | Buy |
+1,710
| New | +$203K | ﹤0.01% | 1155 |
|