Chicago Partners Investment 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
Q2 | $623K | Buy |
2,007
+747
| +59% | +$232K | 0.02% | 515 |
|
|
2025
Q1 | $386K | Buy |
1,260
+70
| +6% | +$21.4K | 0.01% | 603 |
|
|
2024
Q4 | $374K | Sell |
1,190
-66
| -5% | -$20.7K | 0.01% | 587 |
|
|
2024
Q3 | $367K | Sell |
1,256
-17
| -1% | -$4.96K | 0.01% | 570 |
|
|
2024
Q2 | $362K | Buy |
1,273
+8
| +0.6% | +$2.28K | 0.01% | 545 |
|
|
2024
Q1 | $334K | Sell |
1,265
-37
| -3% | -$9.76K | 0.01% | 545 |
|
|
2023
Q4 | $327K | Sell |
1,302
-30
| -2% | -$7.53K | 0.02% | 524 |
|
|
2023
Q3 | $271K | Buy |
1,332
+37
| +3% | +$7.53K | 0.01% | 537 |
|
|
2023
Q2 | $276K | Buy |
1,295
+74
| +6% | +$15.8K | 0.01% | 552 |
|
|
2023
Q1 | $293K | Sell |
1,221
-33
| -3% | -$7.93K | 0.02% | 507 |
|
|
2022
Q4 | $321K | Buy |
+1,254
| New | +$321K | 0.02% | 465 |
|