Intact Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
800
-200
| -20% | -$61.3K | 0.01% | 254 |
|
|
2025
Q1 | $338K | Sell |
1,000
-1,800
| -64% | -$608K | 0.01% | 254 |
|
|
2024
Q4 | $877K | Sell |
2,800
-350
| -11% | -$110K | 0.03% | 224 |
|
|
2024
Q3 | $928K | Buy |
+3,150
| New | +$928K | 0.03% | 204 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$592K | – | 269 |
|
|
2022
Q2 | $592K | Hold |
3,000
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $708K | Sell |
3,000
-1,300
| -30% | -$307K | 0.02% | 221 |
|
|
2021
Q4 | $1.02M | Sell |
4,300
-100
| -2% | -$23.7K | 0.03% | 202 |
|
|
2021
Q3 | $1.02M | Buy |
4,400
+500
| +13% | +$116K | 0.03% | 195 |
|
|
2021
Q2 | $897K | Sell |
3,900
-200
| -5% | -$46K | 0.03% | 198 |
|
|
2021
Q1 | $938K | Sell |
4,100
-900
| -18% | -$206K | 0.03% | 198 |
|
|
2020
Q4 | $1.05M | Buy |
5,000
+600
| +14% | +$126K | 0.03% | 194 |
|
|
2020
Q3 | $919K | Buy |
+4,400
| New | +$919K | 0.03% | 186 |
|