Mackenzie Financial’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 | $5.28M | Buy |
17,235
+944
| +6% | +$289K | 0.01% | 595 |
|
|
2025
Q1 | $5.51M | Buy |
16,291
+1,178
| +8% | +$398K | 0.01% | 559 |
|
|
2024
Q4 | $4.73M | Buy |
15,113
+741
| +5% | +$232K | 0.01% | 581 |
|
|
2024
Q3 | $4.23M | Buy |
14,372
+378
| +3% | +$111K | 0.01% | 577 |
|
|
2024
Q2 | $3.67M | Sell |
13,994
-45,701
| -77% | -$12M | 0.01% | 599 |
|
|
2024
Q1 | $16.4M | Buy |
59,695
+2,225
| +4% | +$612K | 0.02% | 359 |
|
|
2023
Q4 | $13.9M | Sell |
57,470
-461
| -0.8% | -$111K | 0.02% | 389 |
|
|
2023
Q3 | $12M | Sell |
57,931
-3,253
| -5% | -$672K | 0.02% | 397 |
|
|
2023
Q2 | $14.3M | Sell |
61,184
-14,869
| -20% | -$3.47M | 0.02% | 393 |
|
|
2023
Q1 | $17.7M | Buy |
+76,053
| New | +$17.7M | 0.03% | 351 |
|
|
2022
Q4 | – | Sell |
-77,372
| Closed | -$15.5M | – | 1596 |
|
|
2022
Q3 | $15.5M | Buy |
77,372
+3,624
| +5% | +$728K | 0.03% | 350 |
|
|
2022
Q2 | $14.6M | Sell |
73,748
-545
| -0.7% | -$108K | 0.02% | 384 |
|
|
2022
Q1 | $17.5M | Sell |
74,293
-649
| -0.9% | -$153K | 0.02% | 384 |
|
|
2021
Q4 | $17.8M | Sell |
74,942
-62,793
| -46% | -$14.9M | 0.02% | 385 |
|
|
2021
Q3 | $32M | Buy |
137,735
+128,171
| +1,340% | +$29.8M | 0.05% | 279 |
|
|
2021
Q2 | $2.2M | Sell |
9,564
-1,341
| -12% | -$308K | ﹤0.01% | 702 |
|
|
2021
Q1 | $2.5M | Sell |
10,905
-3,937
| -27% | -$901K | ﹤0.01% | 649 |
|
|
2020
Q4 | $3.13M | Buy |
14,842
+2,015
| +16% | +$425K | 0.01% | 524 |
|
|
2020
Q3 | $2.68M | Buy |
12,827
+903
| +8% | +$189K | 0.01% | 502 |
|
|
2020
Q2 | $2.35M | Buy |
11,924
+8,458
| +244% | +$1.67M | 0.01% | 523 |
|
|
2020
Q1 | $589K | Buy |
3,466
+360
| +12% | +$61.2K | ﹤0.01% | 778 |
|
|
2019
Q4 | $627K | Buy |
3,106
+1,220
| +65% | +$246K | ﹤0.01% | 819 |
|
|
2019
Q3 | $364K | Sell |
1,886
-14
| -0.7% | -$2.7K | ﹤0.01% | 866 |
|
|
2019
Q2 | $364K | Sell |
1,900
-81,444
| -98% | -$15.6M | ﹤0.01% | 914 |
|
|
2019
Q1 | $14.6M | Sell |
83,344
-23,383
| -22% | -$4.11M | 0.04% | 316 |
|
|
2018
Q4 | $16.2M | Buy |
+106,727
| New | +$16.2M | 0.04% | 293 |
|
|
2018
Q3 | – | Sell |
-1,959
| Closed | -$297K | – | 1156 |
|
|
2018
Q2 | $297K | Buy |
1,959
+623
| +47% | +$94.5K | ﹤0.01% | 889 |
|
|
2018
Q1 | $203K | Buy |
+1,336
| New | +$203K | ﹤0.01% | 904 |
|
|
2016
Q4 | – | Sell |
-6,875
| Closed | -$913K | – | 739 |
|
|
2016
Q3 | $913K | Sell |
6,875
-2,718
| -28% | -$361K | 0.01% | 426 |
|
|
2016
Q2 | $1.19M | Buy |
9,593
+14
| +0.1% | +$1.74K | 0.01% | 568 |
|
|
2016
Q1 | $1.14M | Buy |
9,579
+6,799
| +245% | +$807K | 0.01% | 476 |
|
|
2015
Q4 | $358K | Sell |
2,780
-21
| -0.7% | -$2.7K | ﹤0.01% | 721 |
|
|
2015
Q3 | $304K | Buy |
2,801
+771
| +38% | +$83.7K | ﹤0.01% | 730 |
|
|
2015
Q2 | $252K | Buy |
2,030
+26
| +1% | +$3.23K | ﹤0.01% | 771 |
|
|
2015
Q1 | $256K | Sell |
2,004
-207
| -9% | -$26.4K | ﹤0.01% | 739 |
|
|
2014
Q4 | $262K | Hold |
2,211
| – | – | ﹤0.01% | 697 |
|
|
2014
Q3 | $242K | Buy |
+2,211
| New | +$242K | ﹤0.01% | 674 |
|
|
2014
Q1 | – | Sell |
-16,942
| Closed | -$2.01M | – | 667 |
|
|
2013
Q4 | $2.01M | Sell |
16,942
-3,109
| -16% | -$369K | 0.01% | 380 |
|
|
2013
Q3 | $2.3M | Sell |
20,051
-59,526
| -75% | -$6.83M | 0.01% | 359 |
|
|
2013
Q2 | $8.6M | Buy |
+79,577
| New | +$8.6M | 0.04% | 269 |
|