Bank of Montreal’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 | $49.4M | Buy |
161,185
+16,014
| +11% | +$4.91M | 0.02% | 408 |
|
|
2025
Q1 | $49.1M | Sell |
145,171
-2,386
| -2% | -$806K | 0.02% | 404 |
|
|
2024
Q4 | $46.2M | Sell |
147,557
-53,805
| -27% | -$16.9M | 0.02% | 449 |
|
|
2024
Q3 | $59M | Sell |
201,362
-21,403
| -10% | -$6.27M | 0.03% | 399 |
|
|
2024
Q2 | $59.4M | Buy |
222,765
+94,599
| +74% | +$25.2M | 0.02% | 393 |
|
|
2024
Q1 | $35.4M | Sell |
128,166
-33,540
| -21% | -$9.26M | 0.01% | 515 |
|
|
2023
Q4 | $39.1M | Buy |
161,706
+50,579
| +46% | +$12.2M | 0.01% | 503 |
|
|
2023
Q3 | $22.8M | Buy |
111,127
+2,870
| +3% | +$589K | 0.01% | 617 |
|
|
2023
Q2 | $25.6M | Sell |
108,257
-6,474
| -6% | -$1.53M | 0.01% | 582 |
|
|
2023
Q1 | $26.7M | Sell |
114,731
-5,329
| -4% | -$1.24M | 0.01% | 532 |
|
|
2022
Q4 | $29.4M | Buy |
120,060
+11,409
| +11% | +$2.8M | 0.01% | 510 |
|
|
2022
Q3 | $22.2K | Buy |
108,651
+322
| +0.3% | +$66 | 0.01% | 558 |
|
|
2022
Q2 | $22.2K | Sell |
108,329
-9,459
| -8% | -$1.94K | 0.01% | 616 |
|
|
2022
Q1 | $28.3M | Sell |
117,788
-153,739
| -57% | -$36.9M | 0.01% | 555 |
|
|
2021
Q4 | $64.7M | Buy |
271,527
+98,804
| +57% | +$23.5M | 0.03% | 357 |
|
|
2021
Q3 | $39.6M | Sell |
172,723
-100,694
| -37% | -$23.1M | 0.02% | 578 |
|
|
2021
Q2 | $63.6M | Buy |
273,417
+27,603
| +11% | +$6.42M | 0.03% | 411 |
|
|
2021
Q1 | $58.3M | Sell |
245,814
-32,367
| -12% | -$7.67M | 0.04% | 345 |
|
|
2020
Q4 | $55.4M | Sell |
278,181
-1,881
| -0.7% | -$375K | 0.04% | 365 |
|
|
2020
Q3 | $58.5M | Sell |
280,062
-1,656
| -0.6% | -$346K | 0.05% | 294 |
|
|
2020
Q2 | $56.1M | Buy |
281,718
+33,476
| +13% | +$6.66M | 0.05% | 280 |
|
|
2020
Q1 | $39.3M | Buy |
248,242
+15,307
| +7% | +$2.42M | 0.05% | 309 |
|
|
2019
Q4 | $47M | Buy |
232,935
+18,758
| +9% | +$3.79M | 0.04% | 387 |
|
|
2019
Q3 | $41.3M | Buy |
214,177
+24,708
| +13% | +$4.77M | 0.04% | 384 |
|
|
2019
Q2 | $36.3M | Buy |
189,469
+11,515
| +6% | +$2.21M | 0.03% | 430 |
|
|
2019
Q1 | $31.3M | Buy |
177,954
+28,780
| +19% | +$5.06M | 0.03% | 450 |
|
|
2018
Q4 | $22.7M | Sell |
149,174
-24,618
| -14% | -$3.74M | 0.02% | 497 |
|
|
2018
Q3 | $24.5M | Buy |
173,792
+28,535
| +20% | +$4.02M | 0.02% | 546 |
|
|
2018
Q2 | $22M | Sell |
145,257
-17,689
| -11% | -$2.68M | 0.02% | 547 |
|
|
2018
Q1 | $24.8M | Sell |
162,946
-109,996
| -40% | -$16.7M | 0.02% | 522 |
|
|
2017
Q4 | $41.1M | Sell |
272,942
-23,400
| -8% | -$3.53M | 0.04% | 385 |
|
|
2017
Q3 | $45.7M | Sell |
296,342
-7,878
| -3% | -$1.22M | 0.04% | 361 |
|
|
2017
Q2 | $44.3M | Buy |
304,220
+8,818
| +3% | +$1.28M | 0.04% | 367 |
|
|
2017
Q1 | $38.7M | Buy |
295,402
+58,164
| +25% | +$7.61M | 0.04% | 370 |
|
|
2016
Q4 | $29.5M | Buy |
237,238
+67,687
| +40% | +$8.42M | 0.03% | 410 |
|
|
2016
Q3 | $22.5M | Buy |
169,551
+21,434
| +14% | +$2.85M | 0.02% | 494 |
|
|
2016
Q2 | $18.4M | Buy |
148,117
+46,532
| +46% | +$5.78M | 0.02% | 541 |
|
|
2016
Q1 | $12.1M | Buy |
101,585
+96,713
| +1,985% | +$11.5M | 0.01% | 632 |
|
|
2015
Q4 | $1.66M | Buy |
4,872
+300
| +7% | +$102K | ﹤0.01% | 1404 |
|
|
2015
Q3 | $496K | Sell |
4,572
-12,076
| -73% | -$1.31M | ﹤0.01% | 1677 |
|
|
2015
Q2 | $2.07M | Buy |
16,648
+873
| +6% | +$108K | ﹤0.01% | 1265 |
|
|
2015
Q1 | $2.01M | Buy |
15,775
+2,091
| +15% | +$267K | ﹤0.01% | 1251 |
|
|
2014
Q4 | $1.63M | Buy |
13,684
+2,051
| +18% | +$244K | ﹤0.01% | 1271 |
|
|
2014
Q3 | $1.28M | Buy |
11,633
+995
| +9% | +$109K | ﹤0.01% | 1361 |
|
|
2014
Q2 | $1.22M | Sell |
10,638
-15,739
| -60% | -$1.8M | ﹤0.01% | 1367 |
|
|
2014
Q1 | $3.08M | Buy |
26,377
+774
| +3% | +$90.5K | ﹤0.01% | 922 |
|
|
2013
Q4 | $3.04M | Sell |
25,603
-3,135
| -11% | -$372K | ﹤0.01% | 896 |
|
|
2013
Q3 | $3.3M | Buy |
28,738
+9,854
| +52% | +$1.13M | 0.01% | 825 |
|
|
2013
Q2 | $2.04M | Buy |
+18,884
| New | +$2.04M | ﹤0.01% | 931 |
|