MAI Capital Management’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 | $359K | Buy |
1,171
+82
| +8% | +$25.1K | ﹤0.01% | 913 |
|
|
2025
Q1 | $368K | Sell |
1,089
-46
| -4% | -$15.6K | ﹤0.01% | 880 |
|
|
2024
Q4 | $356K | Buy |
+1,135
| New | +$356K | ﹤0.01% | 905 |
|
|
2014
Q2 | – | Sell |
-1,906
| Closed | -$223K | – | 417 |
|
|
2014
Q1 | $223K | Buy |
1,906
+180
| +10% | +$21.1K | 0.02% | 354 |
|
|
2013
Q4 | $205K | Sell |
1,726
-60
| -3% | -$7.13K | 0.02% | 359 |
|
|
2013
Q3 | $205K | Buy |
+1,786
| New | +$205K | 0.03% | 318 |
|