Greenleaf Trust’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 | $250K | Sell |
815
-28
| -3% | -$8.58K | ﹤0.01% | 697 |
|
|
2025
Q1 | $285K | Sell |
843
-11
| -1% | -$3.72K | ﹤0.01% | 662 |
|
|
2024
Q4 | $268K | Buy |
854
+11
| +1% | +$3.45K | ﹤0.01% | 695 |
|
|
2024
Q3 | $248K | Hold |
843
| – | – | ﹤0.01% | 732 |
|
|
2024
Q2 | $221K | Hold |
843
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $232K | Sell |
843
-125
| -13% | -$34.4K | ﹤0.01% | 700 |
|
|
2023
Q4 | $233K | Buy |
+968
| New | +$233K | ﹤0.01% | 666 |
|
|
2023
Q3 | – | Sell |
-984
| Closed | -$232K | – | 783 |
|
|
2023
Q2 | $232K | Sell |
984
-95
| -9% | -$22.4K | ﹤0.01% | 682 |
|
|
2023
Q1 | $251K | Sell |
1,079
-18
| -2% | -$4.18K | ﹤0.01% | 655 |
|
|
2022
Q4 | $268K | Buy |
1,097
+26
| +2% | +$6.35K | ﹤0.01% | 621 |
|
|
2022
Q3 | $215K | Sell |
1,071
-581
| -35% | -$117K | ﹤0.01% | 649 |
|
|
2022
Q2 | $326K | Buy |
1,652
+34
| +2% | +$6.71K | ﹤0.01% | 524 |
|
|
2022
Q1 | $382K | Buy |
1,618
+46
| +3% | +$10.9K | ﹤0.01% | 500 |
|
|
2021
Q4 | $373K | Sell |
1,572
-87
| -5% | -$20.6K | ﹤0.01% | 528 |
|
|
2021
Q3 | $386K | Sell |
1,659
-16
| -1% | -$3.72K | ﹤0.01% | 492 |
|
|
2021
Q2 | $385K | Buy |
1,675
+54
| +3% | +$12.4K | ﹤0.01% | 481 |
|
|
2021
Q1 | $371K | Buy |
1,621
+262
| +19% | +$60K | ﹤0.01% | 472 |
|
|
2020
Q4 | $286K | Sell |
1,359
-15
| -1% | -$3.16K | ﹤0.01% | 474 |
|
|
2020
Q3 | $287K | Buy |
1,374
+48
| +4% | +$10K | ﹤0.01% | 429 |
|
|
2020
Q2 | $261K | Buy |
1,326
+138
| +12% | +$27.2K | ﹤0.01% | 436 |
|
|
2020
Q1 | $202K | Buy |
1,188
+59
| +5% | +$10K | ﹤0.01% | 428 |
|
|
2019
Q4 | $228K | Buy |
1,129
+12
| +1% | +$2.42K | ﹤0.01% | 480 |
|
|
2019
Q3 | $216K | Buy |
1,117
+62
| +6% | +$12K | ﹤0.01% | 503 |
|
|
2019
Q2 | $202K | Buy |
+1,055
| New | +$202K | ﹤0.01% | 510 |
|
|
2018
Q1 | – | Sell |
-94
| Closed | -$14K | – | 674 |
|
|
2017
Q4 | $14K | Hold |
94
| – | – | ﹤0.01% | 640 |
|
|
2017
Q3 | $14K | Buy |
+94
| New | +$14K | ﹤0.01% | 636 |
|