Carlson Capital’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
2025
Q3
$207K Buy
2022
Q4
Sell
2022
Q3
$3.54M Sell
2022
Q2
$4.46M Sell
2022
Q1
$24M Sell
2021
Q4
$30.1M Sell
2021
Q3
$32.6M Sell
2021
Q2
$61M Buy
2021
Q1
$58.6M Buy
2020
Q4
$43.4M Sell
2020
Q3
$90.8M Sell
2020
Q2
$136M Buy
2020
Q1
$17M Sell
2019
Q4
$46.4M Buy
2019
Q3
$21.7M Sell
2019
Q2
$25.4M Sell
2019
Q1
$25.3M Buy
2018
Q4
Sell
2018
Q3
$36.1M Buy