Bingham Osborn & Scarborough’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 | – | Sell |
-7,324
| Closed | -$1.53M | – | 168 |
|
|
2020
Q3 | $1.53M | Hold |
7,324
| – | – | 0.12% | 50 |
|
|
2020
Q2 | $1.44M | Buy |
7,324
+42
| +0.6% | +$8.27K | 0.12% | 48 |
|
|
2020
Q1 | $1.24M | Buy |
7,282
+36
| +0.5% | +$6.12K | 0.12% | 50 |
|
|
2019
Q4 | $1.46M | Sell |
7,246
-3
| -0% | -$606 | 0.12% | 47 |
|
|
2019
Q3 | $1.4M | Hold |
7,249
| – | – | 0.12% | 46 |
|
|
2019
Q2 | $1.39M | Buy |
7,249
+4
| +0.1% | +$766 | 0.12% | 42 |
|
|
2019
Q1 | $1.27M | Buy |
7,245
+15
| +0.2% | +$2.64K | 0.12% | 45 |
|
|
2018
Q4 | $1.1M | Sell |
7,230
-7
| -0.1% | -$1.06K | 0.11% | 46 |
|
|
2018
Q3 | $1.02M | Sell |
7,237
-2
| -0% | -$282 | 0.09% | 51 |
|
|
2018
Q2 | $1.1M | Sell |
7,239
-26
| -0.4% | -$3.94K | 0.1% | 44 |
|
|
2018
Q1 | $1.11M | Hold |
7,265
| – | – | 0.1% | 44 |
|
|
2017
Q4 | $1.1M | Buy |
7,265
+868
| +14% | +$131K | 0.1% | 43 |
|
|
2017
Q3 | $987K | Buy |
6,397
+11
| +0.2% | +$1.7K | 0.09% | 43 |
|
|
2017
Q2 | $929K | Buy |
6,386
+7
| +0.1% | +$1.02K | 0.09% | 47 |
|
|
2017
Q1 | $835K | Sell |
6,379
-2
| -0% | -$262 | 0.08% | 47 |
|
|
2016
Q4 | $780K | Buy |
6,381
+2
| +0% | +$244 | 0.08% | 47 |
|
|
2016
Q3 | $847K | Hold |
6,379
| – | – | 0.09% | 46 |
|
|
2016
Q2 | $793K | Hold |
6,379
| – | – | 0.09% | 49 |
|
|
2016
Q1 | $757K | Hold |
6,379
| – | – | 0.09% | 50 |
|
|
2015
Q4 | $821K | Hold |
6,379
| – | – | 0.1% | 43 |
|
|
2015
Q3 | $692K | Sell |
6,379
-609
| -9% | -$66.1K | 0.09% | 53 |
|
|
2015
Q2 | $868K | Hold |
6,988
| – | – | 0.1% | 42 |
|
|
2015
Q1 | $892K | Hold |
6,988
| – | – | 0.11% | 44 |
|
|
2014
Q4 | $830K | Hold |
6,988
| – | – | 0.1% | 48 |
|
|
2014
Q3 | $766K | Buy |
+6,988
| New | +$766K | 0.1% | 51 |
|