Eagle Rock Investment Company’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 | $283K | Hold |
924
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $312K | Buy |
924
+83
| +10% | +$28.1K | 0.05% | 137 |
|
|
2024
Q4 | $263K | Hold |
841
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $248K | Hold |
841
| – | – | 0.04% | 141 |
|
|
2024
Q2 | $220K | Hold |
841
| – | – | 0.04% | 131 |
|
|
2024
Q1 | $231K | Hold |
841
| – | – | 0.04% | 131 |
|
|
2023
Q4 | $203K | Buy |
+841
| New | +$203K | 0.04% | 129 |
|
|
2023
Q1 | – | Sell |
-841
| Closed | -$216K | – | 137 |
|
|
2022
Q4 | $216K | Sell |
841
-159
| -16% | -$40.9K | 0.05% | 128 |
|
|
2022
Q3 | $201K | Sell |
1,000
-135
| -12% | -$27.1K | 0.05% | 119 |
|
|
2022
Q2 | $224K | Hold |
1,135
| – | – | 0.05% | 115 |
|
|
2022
Q1 | $268K | Hold |
1,135
| – | – | 0.06% | 103 |
|
|
2021
Q4 | $270K | Buy |
+1,135
| New | +$270K | 0.05% | 92 |
|