Fidelis Capital Partners’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 | $392K | Sell |
1,204
-30
| -2% | -$9.77K | 0.04% | 304 |
|
|
2025
Q1 | $373K | Buy |
1,234
+6
| +0.5% | +$1.81K | 0.04% | 291 |
|
|
2024
Q4 | $406K | Buy |
1,228
+5
| +0.4% | +$1.65K | 0.04% | 285 |
|
|
2024
Q3 | $357K | Buy |
1,223
+37
| +3% | +$10.8K | 0.04% | 290 |
|
|
2024
Q2 | $327K | Buy |
1,186
+83
| +8% | +$22.9K | 0.05% | 272 |
|
|
2024
Q1 | $303K | Buy |
1,103
+5
| +0.5% | +$1.38K | 0.05% | 287 |
|
|
2023
Q4 | $265K | Buy |
1,098
+111
| +11% | +$26.8K | 0.06% | 269 |
|
|
2023
Q3 | $206K | Sell |
987
-7
| -0.7% | -$1.46K | 0.07% | 253 |
|
|
2023
Q2 | $234K | Buy |
994
+4
| +0.4% | +$942 | 0.09% | 242 |
|
|
2023
Q1 | $226K | Buy |
+990
| New | +$226K | 0.1% | 218 |
|