Ethic Inc’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 | $4.27M | Sell |
14,014
-1,417
| -9% | -$431K | 0.08% | 269 |
|
|
2025
Q1 | $5.2M | Buy |
15,431
+1,633
| +12% | +$550K | 0.11% | 211 |
|
|
2024
Q4 | $4.32M | Buy |
13,798
+1,208
| +10% | +$378K | 0.09% | 231 |
|
|
2024
Q3 | $3.46M | Buy |
12,590
+31
| +0.2% | +$8.53K | 0.09% | 263 |
|
|
2024
Q2 | $3.29M | Sell |
12,559
-31
| -0.2% | -$8.13K | 0.08% | 271 |
|
|
2024
Q1 | $3.46M | Buy |
12,590
+202
| +2% | +$55.6K | 0.09% | 263 |
|
|
2023
Q4 | $2.99M | Buy |
12,388
+2,706
| +28% | +$653K | 0.09% | 268 |
|
|
2023
Q3 | $2.02M | Buy |
9,682
+3,400
| +54% | +$710K | 0.07% | 317 |
|
|
2023
Q2 | $1.48M | Buy |
6,282
+225
| +4% | +$53K | 0.05% | 366 |
|
|
2023
Q1 | $1.41M | Buy |
6,057
+2,016
| +50% | +$468K | 0.06% | 356 |
|
|
2022
Q4 | $988K | Sell |
4,041
-776
| -16% | -$190K | 0.05% | 379 |
|
|
2022
Q3 | $968K | Buy |
4,817
+178
| +4% | +$35.8K | 0.07% | 336 |
|
|
2022
Q2 | $916K | Buy |
4,639
+964
| +26% | +$190K | 0.06% | 335 |
|
|
2022
Q1 | $868K | Buy |
3,675
+703
| +24% | +$166K | 0.06% | 338 |
|
|
2021
Q4 | $706K | Buy |
2,972
+828
| +39% | +$197K | 0.05% | 338 |
|
|
2021
Q3 | $498K | Sell |
2,144
-988
| -32% | -$229K | 0.05% | 368 |
|
|
2021
Q2 | $720K | Buy |
3,132
+995
| +47% | +$229K | 0.09% | 274 |
|
|
2021
Q1 | $489K | Buy |
2,137
+1,105
| +107% | +$253K | 0.09% | 285 |
|
|
2020
Q4 | $217K | Buy |
1,032
+47
| +5% | +$9.88K | 0.06% | 372 |
|
|
2020
Q3 | $206K | Sell |
985
-1,429
| -59% | -$299K | 0.08% | 305 |
|
|
2020
Q2 | $475K | Sell |
2,414
-299
| -11% | -$58.8K | 0.27% | 106 |
|
|
2020
Q1 | $461K | Buy |
2,713
+36
| +1% | +$6.12K | 0.38% | 81 |
|
|
2019
Q4 | $541K | Buy |
+2,677
| New | +$541K | 0.4% | 84 |
|