Coldstream Capital Management’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
Q3 | $678K | Buy |
|
|||||
|
2025
Q2 | $495K | Buy |
|
|||||
|
2025
Q1 | $482K | Buy |
|
|||||
|
2024
Q4 | $346K | Buy |
|
|||||
|
2024
Q3 | $301K | Buy |
|
|||||
|
2024
Q2 | $227K | Buy |
|
|||||
|
2024
Q1 | $223K | Sell |
|
|||||
|
2023
Q4 | $205K | Sell |
|
|||||
|
2023
Q3 | $401K | Sell |
|
|||||
|
2023
Q2 | $462K | Sell |
|
|||||
|
2023
Q1 | $458K | Buy |
|
|||||
|
2022
Q4 | $473K | Buy |
|
|||||
|
2022
Q2 | $354K | Sell |
|
|||||
|
2022
Q1 | $428K | Buy |
|
|||||
|
2021
Q4 | $428K | Buy |
|