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Copeland Capital Management’s Willis Towers Watson WTW Stock Holding History

Copeland Capital Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-887
Closed -$209K – 324
2023
Q2 		$209K Sell
887
-42
-5% -$9.68K ﹤0.01% 137
2023
Q1 		$216K Sell
929
-34
-4% -$8.22K 0.01% 138
2022
Q4 		$236K Sell
963
-21
-2% -$4.8K 0.01% 140
2022
Q3 		$198K Sell
984
-1
-0.1% -$206 0.01% 140
2022
Q2 		$194K Buy
985
+317
+47% +$68K 0.01% 144
2022
Q1 		$158K Sell
668
-17
-2% -$3.89K ﹤0.01% 144
2021
Q4 		$163K Buy
685
+578
+540% +$137K ﹤0.01% 147
2021
Q3 		$25K Buy
+107
New +$23.8K ﹤0.01% 196

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