CX Institutional’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 | $237K | Sell |
772
-156
| -17% | -$47.9K | 0.01% | 570 |
|
|
2025
Q1 | $314K | Buy |
928
+133
| +17% | +$45K | 0.01% | 471 |
|
|
2024
Q4 | $249K | Buy |
795
+60
| +8% | +$18.8K | 0.01% | 473 |
|
|
2024
Q3 | $216K | Buy |
+735
| New | +$216K | 0.01% | 535 |
|
|
2022
Q3 | – | Sell |
-213
| Closed | -$42K | – | 1138 |
|
|
2022
Q2 | $42K | Buy |
+213
| New | +$42K | ﹤0.01% | 711 |
|
|
2021
Q4 | – | Sell |
-270
| Closed | -$63K | – | 907 |
|
|
2021
Q3 | $63K | Buy |
270
+72
| +36% | +$16.8K | 0.01% | 538 |
|
|
2021
Q2 | $46K | Buy |
198
+16
| +9% | +$3.72K | ﹤0.01% | 582 |
|
|
2021
Q1 | $42K | Buy |
182
+42
| +30% | +$9.69K | ﹤0.01% | 528 |
|
|
2020
Q4 | $29K | Sell |
140
-5
| -3% | -$1.04K | ﹤0.01% | 542 |
|
|
2020
Q3 | $30K | Buy |
145
+97
| +202% | +$20.1K | ﹤0.01% | 473 |
|
|
2020
Q2 | $9K | Buy |
48
+39
| +433% | +$7.31K | ﹤0.01% | 584 |
|
|
2020
Q1 | $2K | Sell |
9
-25
| -74% | -$5.56K | ﹤0.01% | 696 |
|
|
2019
Q4 | $7K | Hold |
34
| – | – | ﹤0.01% | 500 |
|
|
2019
Q3 | $7K | Buy |
34
+2
| +6% | +$412 | ﹤0.01% | 526 |
|
|
2019
Q2 | $6K | Buy |
32
+5
| +19% | +$938 | ﹤0.01% | 597 |
|
|
2019
Q1 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 560 |
|