Moody National Bank Trust Division’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,552
| Closed | -$324K | – | 648 |
|
|
2023
Q3 | $324K | Sell |
1,552
-144
| -8% | -$30.1K | 0.02% | 488 |
|
|
2023
Q2 | $399K | Hold |
1,696
| – | – | 0.03% | 441 |
|
|
2023
Q1 | $394K | Hold |
1,696
| – | – | 0.03% | 439 |
|
|
2022
Q4 | $415K | Sell |
1,696
-50
| -3% | -$12.2K | 0.04% | 401 |
|
|
2022
Q3 | $351K | Sell |
1,746
-196
| -10% | -$39.4K | 0.04% | 413 |
|
|
2022
Q2 | $384K | Buy |
+1,942
| New | +$384K | 0.04% | 349 |
|
|
2019
Q2 | – | Sell |
-106
| Closed | -$19K | – | 978 |
|
|
2019
Q1 | $19K | Hold |
106
| – | – | ﹤0.01% | 559 |
|
|
2018
Q4 | $16K | Buy |
+106
| New | +$16K | ﹤0.01% | 512 |
|