Northwest & Ethical Investments’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 | $9.03M | Sell |
29,453
-630
| -2% | -$193K | 0.22% | 126 |
|
|
2025
Q1 | $10.2M | Buy |
30,083
+1,789
| +6% | +$605K | 0.28% | 111 |
|
|
2024
Q4 | $8.86M | Sell |
28,294
-498
| -2% | -$156K | 0.24% | 133 |
|
|
2024
Q3 | $8.48M | Buy |
28,792
+3,509
| +14% | +$1.03M | 0.22% | 136 |
|
|
2024
Q2 | $6.63M | Sell |
25,283
-5,298
| -17% | -$1.39M | 0.19% | 147 |
|
|
2024
Q1 | $8.41M | Buy |
30,581
+361
| +1% | +$99.3K | 0.24% | 129 |
|
|
2023
Q4 | $7.29M | Buy |
30,220
+3,228
| +12% | +$779K | 0.22% | 137 |
|
|
2023
Q3 | $5.64M | Sell |
26,992
-24,980
| -48% | -$5.22M | 0.19% | 159 |
|
|
2023
Q2 | $12.2M | Sell |
51,972
-450
| -0.9% | -$106K | 0.39% | 82 |
|
|
2023
Q1 | $12.2M | Sell |
52,422
-10,507
| -17% | -$2.44M | 0.4% | 84 |
|
|
2022
Q4 | $15.4M | Buy |
62,929
+12,693
| +25% | +$3.1M | 0.53% | 57 |
|
|
2022
Q3 | $10.1M | Buy |
50,236
+7,331
| +17% | +$1.47M | 0.41% | 79 |
|
|
2022
Q2 | $8.47M | Buy |
42,905
+18,170
| +73% | +$3.59M | 0.32% | 97 |
|
|
2022
Q1 | $5.84M | Buy |
24,735
+22,397
| +958% | +$5.29M | 0.19% | 144 |
|
|
2021
Q4 | $555K | Buy |
+2,338
| New | +$555K | 0.02% | 341 |
|
|
2019
Q4 | – | Sell |
-6,141
| Closed | -$1.19M | – | 388 |
|
|
2019
Q3 | $1.19M | Hold |
6,141
| – | – | 0.06% | 300 |
|
|
2019
Q2 | $1.18M | Sell |
6,141
-38
| -0.6% | -$7.28K | 0.06% | 299 |
|
|
2019
Q1 | $1.09M | Buy |
+6,179
| New | +$1.09M | 0.06% | 308 |
|