Everence Capital Management’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 | $615K | Hold |
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|
2025
Q2 | $546K | Sell |
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|
2025
Q1 | $804K | Sell |
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|
2024
Q4 | $993K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $587 | Buy |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $290 | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $793K | Hold |
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|
2020
Q1 | $664K | Hold |
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|
2019
Q4 | $790K | Buy |
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|
2019
Q3 | $453K | Hold |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $611K | Hold |
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|
2018
Q3 | $567K | Hold |
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|
2018
Q2 | $610K | Hold |
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|
2018
Q1 | $612K | Hold |
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|
2017
Q4 | $606K | Buy |
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|
2017
Q3 | $362K | Buy |
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