Joel Isaacson & Co’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 | $201K | Buy |
+657
| New | +$201K | 0.01% | 404 |
|
|
2017
Q1 | – | Sell |
-92
| Closed | -$11K | – | 536 |
|
|
2016
Q4 | $11K | Hold |
92
| – | – | ﹤0.01% | 494 |
|
|
2016
Q3 | $12K | Hold |
92
| – | – | ﹤0.01% | 524 |
|
|
2016
Q2 | $11K | Hold |
92
| – | – | ﹤0.01% | 529 |
|
|
2016
Q1 | $11K | Hold |
92
| – | – | ﹤0.01% | 565 |
|
|
2015
Q4 | $12K | Hold |
92
| – | – | ﹤0.01% | 532 |
|
|
2015
Q3 | $10K | Hold |
92
| – | – | ﹤0.01% | 574 |
|
|
2015
Q2 | $11K | Hold |
92
| – | – | ﹤0.01% | 577 |
|
|
2015
Q1 | $12K | Hold |
92
| – | – | ﹤0.01% | 553 |
|
|
2014
Q4 | $11K | Hold |
92
| – | – | ﹤0.01% | 503 |
|
|
2014
Q3 | $10K | Hold |
92
| – | – | ﹤0.01% | 492 |
|
|
2014
Q2 | $11K | Hold |
92
| – | – | ﹤0.01% | 469 |
|
|
2014
Q1 | $11K | Hold |
92
| – | – | ﹤0.01% | 467 |
|
|
2013
Q4 | $11K | Hold |
92
| – | – | ﹤0.01% | 423 |
|
|
2013
Q3 | $11K | Hold |
92
| – | – | ﹤0.01% | 402 |
|
|
2013
Q2 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 379 |
|