BOK Financial’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$524 | – | 1522 |
|
|
2024
Q2 | $524 | Hold |
2
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q1 | $547 | Sell |
2
-47
| -96% | -$12.4K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $11.8K | Buy |
49
+36
| +277% | +$8.32K | ﹤0.01% | 928 |
|
|
2023
Q3 | $3.07K | Buy |
+13
| New | +$2.77K | ﹤0.01% | 1004 |
|
|
2023
Q2 | – | Sell |
-176
| Closed | -$40.9K | – | 1187 |
|
|
2023
Q1 | $40.9K | Sell |
176
-3,626
| -95% | -$877K | ﹤0.01% | 859 |
|
|
2022
Q4 | $930K | Buy |
3,802
+14
| +0.4% | +$3.2K | 0.02% | 530 |
|
|
2022
Q3 | $762K | Buy |
3,788
+1,987
| +110% | +$410K | 0.02% | 562 |
|
|
2022
Q2 | $355K | Buy |
1,801
+522
| +41% | +$112K | 0.01% | 737 |
|
|
2022
Q1 | $303K | Buy |
+1,279
| New | +$293K | 0.01% | 838 |
|
|
2021
Q4 | – | Sell |
-8,895
| Closed | -$2.07M | – | 1011 |
|
|
2021
Q3 | $2.07M | Buy |
+8,895
| New | +$1.98M | 0.04% | 390 |
|
|
2020
Q3 | – | Sell |
-3,100
| Closed | -$611K | – | 899 |
|
|
2020
Q2 | $611K | Buy |
3,100
+514
| +20% | +$98.4K | 0.01% | 573 |
|
|
2020
Q1 | $440K | Sell |
2,586
-241
| -9% | -$47.4K | 0.01% | 607 |
|
|
2019
Q4 | $570K | Buy |
2,827
+179
| +7% | +$34.3K | 0.01% | 671 |
|
|
2019
Q3 | $511K | Buy |
+2,648
| New | +$517K | 0.01% | 672 |
|
|
2014
Q2 | – | Sell |
-3,816
| Closed | -$446K | – | 944 |
|
|
2014
Q1 | $446K | Sell |
3,816
-14
| -0.4% | -$1.59K | 0.01% | 656 |
|
|
2013
Q4 | $455K | Buy |
3,830
+15
| +0.4% | +$1.77K | 0.02% | 646 |
|
|
2013
Q3 | $438K | Buy |
3,815
+1,526
| +67% | +$172K | 0.02% | 609 |
|
|
2013
Q2 | $247K | Buy |
+2,289
| New | +$242K | 0.01% | 724 |
|
Other funds holding WTW
