IEQ Capital’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 | $3.37M | Buy |
11,009
+6,174
| +128% | +$1.89M | 0.02% | 525 |
|
|
2025
Q1 | $1.63M | Sell |
4,835
-388
| -7% | -$131K | 0.01% | 633 |
|
|
2024
Q4 | $1.64M | Buy |
5,223
+118
| +2% | +$37K | 0.02% | 547 |
|
|
2024
Q3 | $1.5M | Buy |
5,105
+1,116
| +28% | +$329K | 0.02% | 439 |
|
|
2024
Q2 | $1.05M | Buy |
3,989
+1,205
| +43% | +$316K | 0.01% | 466 |
|
|
2024
Q1 | $766K | Buy |
2,784
+156
| +6% | +$42.9K | 0.01% | 516 |
|
|
2023
Q4 | $634K | Sell |
2,628
-604
| -19% | -$146K | 0.01% | 521 |
|
|
2023
Q3 | $675K | Buy |
3,232
+831
| +35% | +$174K | 0.01% | 482 |
|
|
2023
Q2 | $565K | Sell |
2,401
-623
| -21% | -$147K | 0.01% | 523 |
|
|
2023
Q1 | $703K | Buy |
3,024
+639
| +27% | +$148K | 0.02% | 474 |
|
|
2022
Q4 | $583K | Sell |
2,385
-256
| -10% | -$62.6K | 0.02% | 477 |
|
|
2022
Q3 | $531K | Buy |
2,641
+851
| +48% | +$171K | 0.01% | 514 |
|
|
2022
Q2 | $353K | Buy |
1,790
+171
| +11% | +$33.7K | 0.01% | 554 |
|
|
2022
Q1 | $382K | Buy |
1,619
+114
| +8% | +$26.9K | 0.01% | 574 |
|
|
2021
Q4 | $358K | Buy |
1,505
+275
| +22% | +$65.4K | 0.01% | 543 |
|
|
2021
Q3 | $286K | Buy |
+1,230
| New | +$286K | 0.01% | 570 |
|
|
2020
Q2 | – | Sell |
-1,417
| Closed | -$240K | – | 403 |
|
|
2020
Q1 | $240K | Buy |
1,417
+350
| +33% | +$59.3K | 0.02% | 310 |
|
|
2019
Q4 | $216K | Buy |
+1,067
| New | +$216K | 0.02% | 373 |
|