Cerity Partners’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 | $6.09M | Buy |
19,857
+384
| +2% | +$118K | 0.01% | 724 |
|
|
2025
Q1 | $6.58M | Buy |
19,473
+2,300
| +13% | +$777K | 0.01% | 620 |
|
|
2024
Q4 | $5.3M | Buy |
17,173
+448
| +3% | +$138K | 0.01% | 688 |
|
|
2024
Q3 | $4.93M | Buy |
16,725
+10,965
| +190% | +$3.23M | 0.01% | 699 |
|
|
2024
Q2 | $1.51M | Sell |
5,760
-2,127
| -27% | -$558K | ﹤0.01% | 1043 |
|
|
2024
Q1 | $2.17M | Buy |
7,887
+3,948
| +100% | +$1.09M | 0.01% | 936 |
|
|
2023
Q4 | $950K | Buy |
3,939
+2,285
| +138% | +$551K | ﹤0.01% | 999 |
|
|
2023
Q3 | $346K | Sell |
1,654
-1,678
| -50% | -$351K | ﹤0.01% | 1101 |
|
|
2023
Q2 | $785K | Sell |
3,332
-229
| -6% | -$53.9K | ﹤0.01% | 1001 |
|
|
2023
Q1 | $3.27M | Sell |
3,561
-345
| -9% | -$317K | 0.01% | 580 |
|
|
2022
Q4 | $955K | Buy |
3,906
+458
| +13% | +$112K | 0.01% | 705 |
|
|
2022
Q3 | $693K | Buy |
3,448
+68
| +2% | +$13.7K | 0.01% | 598 |
|
|
2022
Q2 | $666K | Buy |
3,380
+682
| +25% | +$134K | 0.01% | 654 |
|
|
2022
Q1 | $638K | Buy |
+2,698
| New | +$638K | 0.01% | 538 |
|