Cresset Asset Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
1,415
+62
| +5% | +$19.1K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $459K | Sell |
1,353
-53
| -4% | -$18K | ﹤0.01% | 1089 |
|
|
2024
Q4 | $442K | Sell |
1,406
-4,022
| -74% | -$1.26M | ﹤0.01% | 1130 |
|
|
2024
Q3 | $1.6M | Buy |
5,428
+320
| +6% | +$94.5K | 0.01% | 902 |
|
|
2024
Q2 | $1.34M | Buy |
5,108
+663
| +15% | +$174K | 0.01% | 889 |
|
|
2024
Q1 | $1.23M | Buy |
4,445
+338
| +8% | +$93.2K | 0.01% | 874 |
|
|
2023
Q4 | $994K | Buy |
4,107
+701
| +21% | +$170K | 0.01% | 876 |
|
|
2023
Q3 | $715K | Buy |
3,406
+451
| +15% | +$94.6K | ﹤0.01% | 971 |
|
|
2023
Q2 | $698K | Buy |
2,955
+1,675
| +131% | +$396K | ﹤0.01% | 974 |
|
|
2023
Q1 | $298K | Buy |
1,280
+109
| +9% | +$25.4K | 0.01% | 632 |
|
|
2022
Q4 | $280K | Sell |
1,171
-10
| -0.8% | -$2.4K | ﹤0.01% | 544 |
|
|
2022
Q3 | $238K | Buy |
1,181
+51
| +5% | +$10.3K | ﹤0.01% | 747 |
|
|
2022
Q2 | $225K | Sell |
1,130
-782
| -41% | -$156K | ﹤0.01% | 797 |
|
|
2022
Q1 | $453K | Sell |
1,912
-57
| -3% | -$13.5K | ﹤0.01% | 630 |
|
|
2021
Q4 | $469K | Buy |
1,969
+138
| +8% | +$32.9K | ﹤0.01% | 720 |
|
|
2021
Q3 | $428K | Buy |
1,831
+151
| +9% | +$35.3K | 0.01% | 695 |
|
|
2021
Q2 | $386K | Buy |
1,680
+29
| +2% | +$6.66K | 0.01% | 654 |
|
|
2021
Q1 | $379K | Sell |
1,651
-29
| -2% | -$6.66K | 0.01% | 570 |
|
|
2020
Q4 | $355K | Sell |
1,680
-534
| -24% | -$113K | 0.01% | 505 |
|
|
2020
Q3 | $464K | Buy |
2,214
+339
| +18% | +$71K | 0.01% | 385 |
|
|
2020
Q2 | $371K | Buy |
+1,875
| New | +$371K | 0.01% | 402 |
|
|
2019
Q2 | – | Sell |
-209
| Closed | -$37K | – | 1733 |
|
|
2019
Q1 | $37K | Buy |
209
+146
| +232% | +$25.8K | ﹤0.01% | 873 |
|
|
2018
Q4 | $10K | Buy |
+63
| New | +$10K | ﹤0.01% | 866 |
|