Integrated Investment Consultants’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 | $278K | Buy |
+908
| New | +$278K | 0.05% | 254 |
|
|
2023
Q1 | – | Sell |
-1,034
| Closed | -$253K | – | 282 |
|
|
2022
Q4 | $253K | Buy |
1,034
+5
| +0.5% | +$1.22K | 0.09% | 195 |
|
|
2022
Q3 | $207K | Hold |
1,029
| – | – | 0.08% | 208 |
|
|
2022
Q2 | $203K | Sell |
1,029
-524
| -34% | -$103K | 0.07% | 218 |
|
|
2022
Q1 | $367K | Sell |
1,553
-282
| -15% | -$66.6K | 0.1% | 187 |
|
|
2021
Q4 | $436K | Buy |
1,835
+144
| +9% | +$34.2K | 0.12% | 157 |
|
|
2021
Q3 | $393K | Buy |
1,691
+474
| +39% | +$110K | 0.12% | 168 |
|
|
2021
Q2 | $280K | Sell |
1,217
-186
| -13% | -$42.8K | 0.08% | 218 |
|
|
2021
Q1 | $321K | Buy |
1,403
+253
| +22% | +$57.9K | 0.11% | 182 |
|
|
2020
Q4 | $242K | Sell |
1,150
-150
| -12% | -$31.6K | 0.09% | 208 |
|
|
2020
Q3 | $271K | Sell |
1,300
-473
| -27% | -$98.6K | 0.13% | 144 |
|
|
2020
Q2 | $349K | Sell |
1,773
-403
| -19% | -$79.3K | 0.17% | 94 |
|
|
2020
Q1 | $370K | Buy |
2,176
+94
| +5% | +$16K | 0.22% | 84 |
|
|
2019
Q4 | $420K | Hold |
2,082
| – | – | 0.17% | 89 |
|
|
2019
Q3 | $402K | Buy |
2,082
+587
| +39% | +$113K | 0.21% | 86 |
|
|
2019
Q2 | $286K | Buy |
1,495
+45
| +3% | +$8.61K | 0.15% | 107 |
|
|
2019
Q1 | $255K | Sell |
1,450
-325
| -18% | -$57.2K | 0.14% | 113 |
|
|
2018
Q4 | $270K | Buy |
1,775
+175
| +11% | +$26.6K | 0.14% | 109 |
|
|
2018
Q3 | $226K | Buy |
1,600
+250
| +19% | +$35.3K | 0.11% | 148 |
|
|
2018
Q2 | $205K | Sell |
1,350
-58
| -4% | -$8.81K | 0.11% | 152 |
|
|
2018
Q1 | $214K | Buy |
+1,408
| New | +$214K | 0.08% | 168 |
|
|
2017
Q3 | $216K | Hold |
1,400
| – | – | 0.09% | 143 |
|
|
2017
Q2 | $204K | Hold |
1,400
| – | – | 0.09% | 147 |
|
|
2017
Q1 | $183K | Sell |
1,400
-250
| -15% | -$32.7K | 0.08% | 164 |
|
|
2016
Q4 | $202K | Buy |
1,650
+312
| +23% | +$38.2K | 0.1% | 141 |
|
|
2016
Q3 | $171K | Buy |
1,338
+281
| +27% | +$35.9K | 0.09% | 155 |
|
|
2016
Q2 | $131K | Buy |
1,057
+701
| +197% | +$86.9K | 0.07% | 206 |
|
|
2016
Q1 | $40K | Buy |
+356
| New | +$40K | 0.02% | 380 |
|