LI
LMCG Investments’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
2,871
-429
| -13% | -$131K | 0.06% | 169 |
|
|
2025
Q1 | $1.12M | Sell |
3,300
-95
| -3% | -$32.1K | 0.07% | 164 |
|
|
2024
Q4 | $1.06M | Sell |
3,395
-79
| -2% | -$24.7K | 0.07% | 162 |
|
|
2024
Q3 | $1.02M | Hold |
3,474
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $911K | Sell |
3,474
-118
| -3% | -$30.9K | 0.05% | 198 |
|
|
2024
Q1 | $988K | Sell |
3,592
-200
| -5% | -$55K | 0.06% | 196 |
|
|
2023
Q4 | $915K | Sell |
3,792
-586
| -13% | -$141K | 0.06% | 227 |
|
|
2023
Q3 | $915K | Sell |
4,378
-1,784
| -29% | -$373K | 0.06% | 218 |
|
|
2023
Q2 | $1.45M | Sell |
6,162
-1,888
| -23% | -$445K | 0.09% | 185 |
|
|
2023
Q1 | $1.87M | Sell |
8,050
-1,240
| -13% | -$288K | 0.12% | 158 |
|
|
2022
Q4 | $2.27M | Sell |
9,290
-2,093
| -18% | -$512K | 0.16% | 143 |
|
|
2022
Q3 | $2.29M | Sell |
11,383
-25,490
| -69% | -$5.12M | 0.17% | 144 |
|
|
2022
Q2 | $7.28M | Sell |
36,873
-480
| -1% | -$94.7K | 0.5% | 65 |
|
|
2022
Q1 | $8.82M | Buy |
+37,353
| New | +$8.82M | 0.51% | 62 |
|
|
2015
Q2 | – | Sell |
-214,108
| Closed | -$10.3M | – | 547 |
|
|
2015
Q1 | $10.3M | Sell |
214,108
-3,627
| -2% | -$175K | 0.22% | 193 |
|
|
2014
Q4 | $9.76M | Sell |
217,735
-11,241
| -5% | -$504K | 0.21% | 196 |
|
|
2014
Q3 | $9.48M | Buy |
228,976
+23,223
| +11% | +$961K | 0.21% | 204 |
|
|
2014
Q2 | $8.91M | Sell |
205,753
-36,716
| -15% | -$1.59M | 0.19% | 217 |
|
|
2014
Q1 | $10.7M | Sell |
242,469
-15,387
| -6% | -$679K | 0.24% | 180 |
|
|
2013
Q4 | $11.6M | Buy |
257,856
+46,648
| +22% | +$2.09M | 0.25% | 163 |
|
|
2013
Q3 | $9.15M | Buy |
211,208
+43,678
| +26% | +$1.89M | 0.22% | 171 |
|
|
2013
Q2 | $6.83M | Buy |
+167,530
| New | +$6.83M | 0.18% | 197 |
|