Everence Capital Management’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 | $546K | Sell |
1,780
-600
| -25% | -$184K | 0.04% | 347 |
|
|
2025
Q1 | $804K | Sell |
2,380
-790
| -25% | -$267K | 0.05% | 267 |
|
|
2024
Q4 | $993K | Buy |
+3,170
| New | +$993K | 0.06% | 233 |
|
|
2023
Q4 | – | Sell |
-2,810
| Closed | -$587 | – | 810 |
|
|
2023
Q3 | $587 | Buy |
2,810
+1,560
| +125% | +$326 | 0.05% | 336 |
|
|
2023
Q2 | $274K | Hold |
1,250
| – | – | 0.02% | 555 |
|
|
2023
Q1 | $290 | Buy |
+1,250
| New | +$290 | 0.02% | 554 |
|
|
2020
Q4 | – | Sell |
-1,560
| Closed | -$326K | – | 744 |
|
|
2020
Q3 | $326K | Sell |
1,560
-2,350
| -60% | -$491K | 0.04% | 432 |
|
|
2020
Q2 | $793K | Hold |
3,910
| – | – | 0.09% | 182 |
|
|
2020
Q1 | $664K | Hold |
3,910
| – | – | 0.09% | 180 |
|
|
2019
Q4 | $790K | Buy |
3,910
+1,560
| +66% | +$315K | 0.12% | 188 |
|
|
2019
Q3 | $453K | Hold |
2,350
| – | – | 0.07% | 293 |
|
|
2019
Q2 | $450K | Hold |
2,350
| – | – | 0.07% | 297 |
|
|
2019
Q1 | $413K | Sell |
2,350
-1,674
| -42% | -$294K | 0.07% | 304 |
|
|
2018
Q4 | $611K | Hold |
4,024
| – | – | 0.14% | 176 |
|
|
2018
Q3 | $567K | Hold |
4,024
| – | – | 0.11% | 205 |
|
|
2018
Q2 | $610K | Hold |
4,024
| – | – | 0.13% | 193 |
|
|
2018
Q1 | $612K | Hold |
4,024
| – | – | 0.14% | 190 |
|
|
2017
Q4 | $606K | Buy |
4,024
+1,674
| +71% | +$252K | 0.13% | 193 |
|
|
2017
Q3 | $362K | Buy |
+2,350
| New | +$362K | 0.08% | 267 |
|