James Hambro & Partners’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 | – | Sell |
-1,678
| Closed | -$567K | – | 54 |
|
|
2025
Q1 | $567K | Hold |
1,678
| – | – | 0.02% | 41 |
|
|
2024
Q4 | $526K | Hold |
1,678
| – | – | 0.02% | 45 |
|
|
2024
Q3 | $494K | Sell |
1,678
-150
| -8% | -$44.2K | 0.02% | 46 |
|
|
2024
Q2 | $479K | Hold |
1,828
| – | – | 0.02% | 43 |
|
|
2024
Q1 | $502K | Sell |
1,828
-92
| -5% | -$25.3K | 0.02% | 42 |
|
|
2023
Q4 | $463K | Hold |
1,920
| – | – | 0.02% | 42 |
|
|
2023
Q3 | $401K | Buy |
+1,920
| New | +$401K | 0.03% | 44 |
|
|
2023
Q1 | – | Sell |
-1,920
| Closed | -$470K | – | 72 |
|
|
2022
Q4 | $470K | Hold |
1,920
| – | – | 0.04% | 45 |
|
|
2022
Q3 | $385K | Hold |
1,920
| – | – | 0.03% | 50 |
|
|
2022
Q2 | $379K | Hold |
1,920
| – | – | 0.03% | 47 |
|
|
2022
Q1 | $454K | Hold |
1,920
| – | – | 0.03% | 45 |
|
|
2021
Q4 | $457K | Sell |
1,920
-300
| -14% | -$71.4K | 0.03% | 49 |
|
|
2021
Q3 | $516K | Hold |
2,220
| – | – | 0.04% | 55 |
|
|
2021
Q2 | $511K | Sell |
2,220
-500
| -18% | -$115K | 0.04% | 49 |
|
|
2021
Q1 | $623K | Hold |
2,720
| – | – | 0.06% | 47 |
|
|
2020
Q4 | $573K | Buy |
+2,720
| New | +$573K | 0.06% | 38 |
|
|
2020
Q3 | – | Sell |
-3,570
| Closed | -$703K | – | 62 |
|
|
2020
Q2 | $703K | Buy |
+3,570
| New | +$703K | 0.11% | 34 |
|
|
2020
Q1 | – | Sell |
-4,250
| Closed | -$858K | – | 58 |
|
|
2019
Q4 | $858K | Buy |
+4,250
| New | +$858K | 0.15% | 29 |
|