D.A. Davidson & Co’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 | $733K | Buy |
2,392
+1,036
| +76% | +$318K | 0.01% | 908 |
|
|
2025
Q1 | $458K | Buy |
+1,356
| New | +$458K | ﹤0.01% | 1063 |
|
|
2016
Q4 | – | Sell |
-37
| Closed | -$4K | – | 2528 |
|
|
2016
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 2233 |
|
|
2016
Q2 | $4K | Buy |
37
+31
| +517% | +$3.35K | ﹤0.01% | 2171 |
|
|
2016
Q1 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 2351 |
|
|
2015
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2293 |
|
|
2015
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2303 |
|
|
2015
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2304 |
|
|
2015
Q1 | $0 | Sell |
7
-1
| -13% | – | ﹤0.01% | 2171 |
|
|
2014
Q4 | $0 | Sell |
8
-1
| -11% | – | ﹤0.01% | 2192 |
|
|
2014
Q3 | $0 | Sell |
9
-28
| -76% | – | ﹤0.01% | 2188 |
|
|
2014
Q2 | $4K | Sell |
37
-6,971
| -99% | -$754K | ﹤0.01% | 1974 |
|
|
2014
Q1 | $818K | Sell |
7,008
-2,628
| -27% | -$307K | 0.03% | 469 |
|
|
2013
Q4 | $1.14M | Buy |
9,636
+368
| +4% | +$43.7K | 0.04% | 364 |
|
|
2013
Q3 | $1.06M | Buy |
9,268
+1,461
| +19% | +$167K | 0.05% | 343 |
|
|
2013
Q2 | $842K | Buy |
+7,807
| New | +$842K | 0.04% | 362 |
|