Capital Analysts 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 | $425K | Hold |
1,385
| – | – | 0.01% | 409 |
|
|
2025
Q1 | $468K | Hold |
1,385
| – | – | 0.02% | 377 |
|
|
2024
Q4 | $434K | Sell |
1,385
-7
| -0.5% | -$2.19K | 0.02% | 354 |
|
|
2024
Q3 | $410K | Sell |
1,392
-15
| -1% | -$4.42K | 0.02% | 357 |
|
|
2024
Q2 | $369K | Buy |
1,407
+92
| +7% | +$24.1K | 0.02% | 370 |
|
|
2024
Q1 | $362K | Hold |
1,315
| – | – | 0.02% | 360 |
|
|
2023
Q4 | $317K | Hold |
1,315
| – | – | 0.02% | 366 |
|
|
2023
Q3 | $275K | Hold |
1,315
| – | – | 0.02% | 360 |
|
|
2023
Q2 | $310K | Hold |
1,315
| – | – | 0.02% | 338 |
|
|
2023
Q1 | $306K | Hold |
1,315
| – | – | 0.02% | 339 |
|
|
2022
Q4 | $322K | Sell |
1,315
-12
| -0.9% | -$2.94K | 0.02% | 349 |
|
|
2022
Q3 | $267K | Buy |
1,327
+7
| +0.5% | +$1.41K | 0.02% | 328 |
|
|
2022
Q2 | $261K | Sell |
1,320
-15
| -1% | -$2.97K | 0.02% | 316 |
|
|
2022
Q1 | $315K | Sell |
1,335
-5
| -0.4% | -$1.18K | 0.02% | 300 |
|
|
2021
Q4 | $318K | Hold |
1,340
| – | – | 0.02% | 303 |
|
|
2021
Q3 | $311K | Buy |
+1,340
| New | +$311K | 0.02% | 299 |
|