Kovitz Investment Group 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 | $7.53M | Buy |
24,549
+3,632
| +17% | +$1.11M | 0.03% | 368 |
|
|
2025
Q1 | $7.07M | Sell |
20,917
-934
| -4% | -$316K | 0.04% | 338 |
|
|
2024
Q4 | $6.85M | Sell |
21,851
-509
| -2% | -$159K | 0.03% | 337 |
|
|
2024
Q3 | $6.23M | Sell |
22,360
-1,941
| -8% | -$541K | 0.04% | 310 |
|
|
2024
Q2 | $6.37M | Sell |
24,301
-348
| -1% | -$91.2K | 0.05% | 248 |
|
|
2024
Q1 | $6.78M | Buy |
24,649
+3,581
| +17% | +$985K | 0.09% | 171 |
|
|
2023
Q4 | $5.08M | Sell |
21,068
-3,445
| -14% | -$831K | 0.08% | 149 |
|
|
2023
Q3 | $5.12M | Buy |
24,513
+2,775
| +13% | +$580K | 0.09% | 131 |
|
|
2023
Q2 | $5.12M | Buy |
21,738
+385
| +2% | +$90.7K | 0.08% | 146 |
|
|
2023
Q1 | $4.96M | Sell |
21,353
-4,149
| -16% | -$964K | 0.09% | 151 |
|
|
2022
Q4 | $6.24M | Sell |
25,502
-2,631
| -9% | -$643K | 0.12% | 118 |
|
|
2022
Q3 | $5.65M | Sell |
28,133
-875
| -3% | -$176K | 0.13% | 117 |
|
|
2022
Q2 | $5.73M | Buy |
29,008
+986
| +4% | +$195K | 0.13% | 126 |
|
|
2022
Q1 | $6.62M | Buy |
+28,022
| New | +$6.62M | 0.13% | 123 |
|