Kintegral Advisory’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,519
| Closed | -$710K | – | 324 |
|
|
2022
Q3 | $710K | Hold |
3,519
| – | – | 0.1% | 171 |
|
|
2022
Q2 | $700K | Buy |
3,519
+75
| +2% | +$14.9K | 0.09% | 181 |
|
|
2022
Q1 | $816K | Buy |
3,444
+77
| +2% | +$18.2K | 0.09% | 179 |
|
|
2021
Q4 | $802K | Hold |
3,367
| – | – | 0.08% | 185 |
|
|
2021
Q3 | $785K | Hold |
3,367
| – | – | 0.09% | 175 |
|
|
2021
Q2 | $774K | Hold |
3,367
| – | – | 0.09% | 187 |
|
|
2021
Q1 | $775K | Hold |
3,367
| – | – | 0.1% | 175 |
|
|
2020
Q4 | $712K | Hold |
3,367
| – | – | 0.1% | 178 |
|
|
2020
Q3 | $705K | Sell |
3,367
-108
| -3% | -$22.6K | 0.11% | 164 |
|
|
2020
Q2 | $687K | Hold |
3,475
| – | – | 0.11% | 165 |
|
|
2020
Q1 | $593K | Buy |
3,475
+389
| +13% | +$66.4K | 0.12% | 159 |
|
|
2019
Q4 | $625K | Hold |
3,086
| – | – | 0.11% | 170 |
|
|
2019
Q3 | $598K | Hold |
3,086
| – | – | 0.12% | 164 |
|
|
2019
Q2 | $593K | Hold |
3,086
| – | – | 0.12% | 167 |
|
|
2019
Q1 | $542K | Sell |
3,086
-81
| -3% | -$14.2K | 0.11% | 174 |
|
|
2018
Q4 | $483K | Buy |
+3,167
| New | +$483K | 0.14% | 134 |
|