Davenport & Co’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 | $460K | Sell |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $434K | Hold |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $450K | Buy |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $223K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $223K | Sell |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $220K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $219K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $216K | Hold |
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|
2015
Q1 | $221K | Sell |
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|
2014
Q4 | $210K | Sell |
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|
2014
Q3 | $203K | Sell |
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|
2014
Q2 | $213K | Hold |
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|
2014
Q1 | $217K | Sell |
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|
2013
Q4 | $231K | Hold |
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|
2013
Q3 | $223K | Sell |
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|
2013
Q2 | $1.81M | Buy |
|