Marathon 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 | $5.19M | Sell |
16,923
-2,195
| -11% | -$673K | 1.32% | 21 |
|
|
2025
Q1 | $6.46M | Sell |
19,118
-615
| -3% | -$208K | 1.72% | 15 |
|
|
2024
Q4 | $6.18M | Sell |
19,733
-200
| -1% | -$62.6K | 1.54% | 17 |
|
|
2024
Q3 | $5.87M | Hold |
19,933
| – | – | 1.42% | 18 |
|
|
2024
Q2 | $5.23M | Sell |
19,933
-120
| -0.6% | -$31.5K | 1.33% | 17 |
|
|
2024
Q1 | $5.51M | Sell |
20,053
-100
| -0.5% | -$27.5K | 1.32% | 21 |
|
|
2023
Q4 | $4.86M | Sell |
20,153
-220
| -1% | -$53.1K | 1.22% | 21 |
|
|
2023
Q3 | $4.26M | Buy |
20,373
+15,660
| +332% | +$3.27M | 1.07% | 26 |
|
|
2023
Q2 | $1.11M | Sell |
4,713
-5
| -0.1% | -$1.18K | 0.27% | 67 |
|
|
2023
Q1 | $1.1M | Buy |
4,718
+10
| +0.2% | +$2.32K | 0.27% | 69 |
|
|
2022
Q4 | $1.15M | Hold |
4,708
| – | – | 0.32% | 59 |
|
|
2022
Q3 | $946K | Buy |
4,708
+40
| +0.9% | +$8.04K | 0.27% | 65 |
|
|
2022
Q2 | $921K | Buy |
+4,668
| New | +$921K | 0.3% | 63 |
|
|
2022
Q1 | – | Sell |
-4,293
| Closed | -$1.02M | – | 166 |
|
|
2021
Q4 | $1.02M | Buy |
4,293
+600
| +16% | +$143K | 0.24% | 64 |
|
|
2021
Q3 | $859K | Buy |
+3,693
| New | +$859K | 0.2% | 72 |
|