Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$6.05K | – | 780 |
|
|
2024
Q1 | $6.05K | Hold |
22
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $5.31K | Hold |
22
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $4.6K | Hold |
22
| – | – | ﹤0.01% | 474 |
|
|
2023
Q2 | $5.18K | Hold |
22
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $5.11K | Hold |
22
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $5.38K | Hold |
22
| – | – | ﹤0.01% | 458 |
|
|
2022
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 525 |
|
|
2022
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 537 |
|
|
2022
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 557 |
|
|
2021
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 572 |
|
|
2021
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 680 |
|
|
2021
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 699 |
|
|
2020
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 657 |
|
|
2020
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 598 |
|
|
2020
Q2 | $4K | Sell |
22
-6
| -21% | -$1.09K | ﹤0.01% | 620 |
|
|
2020
Q1 | $5K | Buy |
28
+6
| +27% | +$1.07K | ﹤0.01% | 541 |
|
|
2019
Q4 | $4K | Hold |
22
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 606 |
|
|
2019
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 637 |
|
|
2019
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 637 |
|
|
2018
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 657 |
|
|
2018
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 699 |
|
|
2018
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 688 |
|
|
2018
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 689 |
|