Confluence Investment 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 | $1.21M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $883K | Buy |
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $845K | Hold |
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|
2023
Q1 | $833K | Buy |
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|
2022
Q4 | $870K | Sell |
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|
2022
Q3 | $723K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $898K | Sell |
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|
2021
Q3 | $925K | Buy |
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|
2021
Q2 | $875K | Sell |
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|
2021
Q1 | $884K | Sell |
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|
2020
Q4 | $894K | Sell |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.29M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $19.3M | Sell |
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|
2013
Q4 | $24.5M | Buy |
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|
2013
Q3 | $22.4M | Buy |
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|
2013
Q2 | $19.2M | Buy |
|