HRT Financial’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
Q1 | – | Sell |
-15,222
| Closed | -$4.77M | – | 3557 |
|
|
2024
Q4 | $4.77M | Sell |
15,222
-17,276
| -53% | -$5.3M | 0.03% | 413 |
|
|
2024
Q3 | $9.57M | Buy |
32,498
+7,601
| +31% | +$2.13M | 0.05% | 248 |
|
|
2024
Q2 | $6.53M | Buy |
24,897
+22,068
| +780% | +$5.7M | 0.04% | 326 |
|
|
2024
Q1 | $777K | Sell |
2,829
-34,085
| -92% | -$8.97M | ﹤0.01% | 1010 |
|
|
2023
Q4 | $8.9M | Sell |
36,914
-8,419
| -19% | -$1.95M | 0.07% | 176 |
|
|
2023
Q3 | $9.47M | Buy |
45,333
+4,395
| +11% | +$938K | 0.1% | 144 |
|
|
2023
Q2 | $9.64M | Buy |
+40,938
| New | +$9.43M | 0.09% | 151 |
|
|
2022
Q4 | – | Sell |
-148,702
| Closed | -$29.9M | – | 3306 |
|
|
2022
Q3 | $29.9M | Sell |
148,702
-6,982
| -4% | -$1.44M | 0.33% | 51 |
|
|
2022
Q2 | $30.7M | Buy |
155,684
+154,479
| +12,820% | +$33.1M | 0.35% | 40 |
|
|
2022
Q1 | $284K | Sell |
1,205
-52,984
| -98% | -$12.1M | ﹤0.01% | 2272 |
|
|
2021
Q4 | $12.9M | Buy |
54,189
+8,976
| +20% | +$2.12M | 0.08% | 127 |
|
|
2021
Q3 | $10.5M | Buy |
45,213
+15,396
| +52% | +$3.43M | 0.07% | 144 |
|
|
2021
Q2 | $6.86M | Buy |
+29,817
| New | +$7.42M | 0.07% | 241 |
|
|
2021
Q1 | – | Sell |
-6,009
| Closed | -$1.26M | – | 3253 |
|
|
2020
Q4 | $1.26M | Buy |
+6,009
| New | +$1.24M | 0.03% | 503 |
|
|
2020
Q3 | – | Sell |
-4,566
| Closed | -$899K | – | 2486 |
|
|
2020
Q2 | $899K | Buy |
+4,566
| New | +$874K | 0.03% | 579 |
|
|
2019
Q4 | – | Sell |
-2,683
| Closed | -$517K | – | 1732 |
|
|
2019
Q3 | $517K | Buy |
+2,683
| New | +$524K | 0.03% | 660 |
|
|
2018
Q3 | – | Sell |
-1,520
| Closed | -$230K | – | 518 |
|
|
2018
Q2 | $230K | Buy |
+1,520
| New | +$231K | 0.1% | 185 |
|