Chesley Taft & Associates’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 | $10.3M | Sell |
33,444
-130
| -0.4% | -$39.8K | 0.46% | 56 |
|
|
2025
Q1 | $11.3M | Sell |
33,574
-48
| -0.1% | -$16.2K | 0.55% | 53 |
|
|
2024
Q4 | $10.5M | Hold |
33,622
| – | – | 0.49% | 53 |
|
|
2024
Q3 | $9.9M | Sell |
33,622
-721
| -2% | -$212K | 0.47% | 57 |
|
|
2024
Q2 | $9M | Buy |
34,343
+206
| +0.6% | +$54K | 0.45% | 57 |
|
|
2024
Q1 | $9.39M | Buy |
34,137
+2,411
| +8% | +$663K | 0.48% | 57 |
|
|
2023
Q4 | $7.65M | Sell |
31,726
-621
| -2% | -$150K | 0.43% | 59 |
|
|
2023
Q3 | $6.76M | Sell |
32,347
-27,357
| -46% | -$5.72M | 0.44% | 57 |
|
|
2023
Q2 | $14.1M | Sell |
59,704
-1,575
| -3% | -$371K | 0.86% | 36 |
|
|
2023
Q1 | $14.2M | Sell |
61,279
-499
| -0.8% | -$116K | 0.93% | 32 |
|
|
2022
Q4 | $15.1M | Sell |
61,778
-385
| -0.6% | -$94.2K | 1.04% | 27 |
|
|
2022
Q3 | $12.5M | Sell |
62,163
-2,403
| -4% | -$483K | 0.92% | 30 |
|
|
2022
Q2 | $12.7M | Sell |
64,566
-225
| -0.3% | -$44.4K | 0.87% | 32 |
|
|
2022
Q1 | $15.1M | Buy |
64,791
+1,700
| +3% | +$395K | 0.88% | 32 |
|
|
2021
Q4 | $15M | Buy |
63,091
+1,380
| +2% | +$328K | 0.78% | 33 |
|
|
2021
Q3 | $14.3M | Buy |
61,711
+27,448
| +80% | +$6.38M | 0.82% | 34 |
|
|
2021
Q2 | $7.88M | Sell |
34,263
-20
| -0.1% | -$4.6K | 0.45% | 63 |
|
|
2021
Q1 | $8.08M | Hold |
34,283
| – | – | 0.48% | 60 |
|
|
2020
Q4 | $7.22M | Buy |
34,283
+20
| +0.1% | +$4.21K | 0.46% | 61 |
|
|
2020
Q3 | $7.16M | Sell |
34,263
-130
| -0.4% | -$27.1K | 0.51% | 56 |
|
|
2020
Q2 | $6.77M | Sell |
34,393
-401
| -1% | -$79K | 0.52% | 52 |
|
|
2020
Q1 | $5.91M | Buy |
34,794
+132
| +0.4% | +$22.4K | 0.54% | 55 |
|
|
2019
Q4 | $7M | Buy |
34,662
+1,080
| +3% | +$218K | 0.5% | 58 |
|
|
2019
Q3 | $6.48M | Buy |
33,582
+63
| +0.2% | +$12.2K | 0.5% | 59 |
|
|
2019
Q2 | $6.42M | Buy |
33,519
+62
| +0.2% | +$11.9K | 0.5% | 57 |
|
|
2019
Q1 | $5.88M | Sell |
33,457
-30
| -0.1% | -$5.27K | 0.49% | 59 |
|
|
2018
Q4 | $5.09M | Sell |
33,487
-190
| -0.6% | -$28.9K | 0.49% | 60 |
|
|
2018
Q3 | $4.75M | Sell |
33,677
-80
| -0.2% | -$11.3K | 0.38% | 71 |
|
|
2018
Q2 | $5.12M | Buy |
33,757
+175
| +0.5% | +$26.5K | 0.44% | 67 |
|
|
2018
Q1 | $5.11M | Buy |
33,582
+955
| +3% | +$145K | 0.45% | 67 |
|
|
2017
Q4 | $4.92M | Buy |
32,627
+38
| +0.1% | +$5.73K | 0.42% | 73 |
|
|
2017
Q3 | $5.03M | Hold |
32,589
| – | – | 0.43% | 75 |
|
|
2017
Q2 | $4.74M | Sell |
32,589
-400
| -1% | -$58.2K | 0.43% | 74 |
|
|
2017
Q1 | $4.32M | Sell |
32,989
-100
| -0.3% | -$13.1K | 0.41% | 72 |
|
|
2016
Q4 | $4.05M | Hold |
33,089
| – | – | 0.4% | 72 |
|
|
2016
Q3 | $4.39M | Buy |
33,089
+21
| +0.1% | +$2.79K | 0.44% | 66 |
|
|
2016
Q2 | $4.11M | Buy |
33,068
+1,650
| +5% | +$205K | 0.42% | 67 |
|
|
2016
Q1 | $3.73M | Buy |
+31,418
| New | +$3.73M | 0.39% | 75 |
|