Brighton Jones LLC’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 | $659K | Buy |
2,151
+743
| +53% | +$228K | 0.02% | 448 |
|
|
2025
Q1 | $476K | Buy |
1,408
+40
| +3% | +$13.5K | 0.02% | 399 |
|
|
2024
Q4 | $429K | Buy |
1,368
+61
| +5% | +$19.1K | 0.01% | 431 |
|
|
2024
Q3 | $385K | Sell |
1,307
-263
| -17% | -$77.5K | 0.01% | 371 |
|
|
2024
Q2 | $412K | Buy |
1,570
+304
| +24% | +$79.7K | 0.01% | 394 |
|
|
2024
Q1 | $348K | Buy |
1,266
+33
| +3% | +$9.08K | 0.01% | 426 |
|
|
2023
Q4 | $297K | Sell |
1,233
-20
| -2% | -$4.82K | 0.01% | 446 |
|
|
2023
Q3 | $262K | Buy |
1,253
+52
| +4% | +$10.9K | 0.01% | 432 |
|
|
2023
Q2 | $283K | Buy |
1,201
+39
| +3% | +$9.18K | 0.01% | 415 |
|
|
2023
Q1 | $270K | Buy |
1,162
+19
| +2% | +$4.41K | 0.02% | 404 |
|
|
2022
Q4 | $280K | Buy |
+1,143
| New | +$280K | 0.02% | 352 |
|
|
2020
Q4 | – | Sell |
-962
| Closed | -$201K | – | 418 |
|
|
2020
Q3 | $201K | Buy |
+962
| New | +$201K | 0.01% | 314 |
|
|
2020
Q2 | – | Sell |
-1,761
| Closed | -$299K | – | 315 |
|
|
2020
Q1 | $299K | Buy |
1,761
+5
| +0.3% | +$849 | 0.03% | 211 |
|
|
2019
Q4 | $355K | Buy |
1,756
+6
| +0.3% | +$1.21K | 0.04% | 213 |
|
|
2019
Q3 | $338K | Buy |
1,750
+339
| +24% | +$65.5K | 0.04% | 216 |
|
|
2019
Q2 | $270K | Buy |
+1,411
| New | +$270K | 0.03% | 241 |
|