Citadel Investment Advisory’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 | $250K | Sell |
817
-9
| -1% | -$2.75K | 0.12% | 69 |
|
|
2025
Q1 | $279K | Hold |
826
| – | – | 0.14% | 66 |
|
|
2024
Q4 | $259K | Hold |
826
| – | – | 0.13% | 67 |
|
|
2024
Q3 | $243K | Hold |
826
| – | – | 0.13% | 70 |
|
|
2024
Q2 | $217K | Hold |
826
| – | – | 0.12% | 71 |
|
|
2024
Q1 | $227K | Hold |
826
| – | – | 0.13% | 74 |
|
|
2023
Q4 | $199K | Hold |
826
| – | – | 0.12% | 75 |
|
|
2023
Q3 | $173K | Hold |
826
| – | – | 0.11% | 76 |
|
|
2023
Q2 | $195K | Hold |
826
| – | – | 0.13% | 75 |
|
|
2023
Q1 | $192K | Hold |
826
| – | – | 0.13% | 76 |
|
|
2022
Q4 | $202K | Buy |
+826
| New | +$202K | 0.14% | 76 |
|