Loomis, Sayles & Company’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-117
| Closed | -$28K | – | 988 |
|
|
2023
Q4 | $28K | Sell |
117
-17
| -13% | -$4.07K | ﹤0.01% | 663 |
|
|
2023
Q3 | $28K | Buy |
+134
| New | +$28K | ﹤0.01% | 668 |
|
|
2023
Q1 | – | Sell |
-13
| Closed | -$3K | – | 1037 |
|
|
2022
Q4 | $3K | Buy |
13
+5
| +63% | +$1.15K | ﹤0.01% | 812 |
|
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 858 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 901 |
|
|
2020
Q3 | – | Sell |
-70
| Closed | -$14K | – | 736 |
|
|
2020
Q2 | $14K | Sell |
70
-3
| -4% | -$600 | ﹤0.01% | 624 |
|
|
2020
Q1 | $12K | Sell |
73
-275
| -79% | -$45.2K | ﹤0.01% | 669 |
|
|
2019
Q4 | $70K | Buy |
348
+33
| +10% | +$6.64K | ﹤0.01% | 658 |
|
|
2019
Q3 | $61K | Buy |
+315
| New | +$61K | ﹤0.01% | 653 |
|