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