Caprock Group’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
Q1 | $560K | Buy |
1,651
+187
| +13% | +$63.4K | 0.02% | 675 |
|
|
2024
Q4 | $460K | Buy |
1,464
+206
| +16% | +$64.7K | 0.02% | 650 |
|
|
2024
Q3 | $372K | Buy |
1,258
+233
| +23% | +$68.8K | 0.01% | 651 |
|
|
2024
Q2 | $270K | Buy |
1,025
+144
| +16% | +$37.9K | 0.01% | 717 |
|
|
2024
Q1 | $243K | Sell |
881
-389
| -31% | -$107K | 0.01% | 624 |
|
|
2023
Q4 | $307K | Buy |
+1,270
| New | +$307K | 0.02% | 528 |
|