Northwestern Mutual Wealth 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 | $1.55M | Sell |
5,065
-1,218
| -19% | -$373K | ﹤0.01% | 1023 |
|
2025
Q1 | $2.12M | Buy |
6,283
+2,682
| +74% | +$906K | ﹤0.01% | 898 |
|
2024
Q4 | $1.13M | Buy |
3,601
+2,201
| +157% | +$689K | ﹤0.01% | 1036 |
|
2024
Q3 | $412K | Buy |
1,400
+175
| +14% | +$51.6K | ﹤0.01% | 1372 |
|
2024
Q2 | $321K | Sell |
1,225
-65
| -5% | -$17K | ﹤0.01% | 1400 |
|
2024
Q1 | $355K | Sell |
1,290
-420
| -25% | -$116K | ﹤0.01% | 1346 |
|
2023
Q4 | $413K | Buy |
1,710
+12
| +0.7% | +$2.9K | ﹤0.01% | 1271 |
|
2023
Q3 | $355K | Sell |
1,698
-44
| -3% | -$9.2K | ﹤0.01% | 1275 |
|
2023
Q2 | $410K | Buy |
1,742
+83
| +5% | +$19.5K | ﹤0.01% | 1216 |
|
2023
Q1 | $386K | Sell |
1,659
-40
| -2% | -$9.3K | ﹤0.01% | 1217 |
|
2022
Q4 | $416K | Buy |
1,699
+42
| +3% | +$10.3K | ﹤0.01% | 1161 |
|
2022
Q3 | $332K | Sell |
1,657
-29
| -2% | -$5.81K | ﹤0.01% | 1214 |
|
2022
Q2 | $333K | Buy |
1,686
+56
| +3% | +$11.1K | ﹤0.01% | 1213 |
|
2022
Q1 | $385K | Sell |
1,630
-77
| -5% | -$18.2K | ﹤0.01% | 1181 |
|
2021
Q4 | $405K | Buy |
1,707
+90
| +6% | +$21.4K | ﹤0.01% | 1159 |
|
2021
Q3 | $376K | Sell |
1,617
-14
| -0.9% | -$3.26K | ﹤0.01% | 1100 |
|
2021
Q2 | $375K | Buy |
1,631
+29
| +2% | +$6.67K | ﹤0.01% | 1085 |
|
2021
Q1 | $367K | Sell |
1,602
-2,381
| -60% | -$545K | ﹤0.01% | 1029 |
|
2020
Q4 | $839K | Sell |
3,983
-1,433
| -26% | -$302K | ﹤0.01% | 689 |
|
2020
Q3 | $1.13M | Buy |
5,416
+120
| +2% | +$25.1K | ﹤0.01% | 556 |
|
2020
Q2 | $1.04M | Buy |
5,296
+2,735
| +107% | +$539K | ﹤0.01% | 526 |
|
2020
Q1 | $435K | Sell |
2,561
-1,589
| -38% | -$270K | ﹤0.01% | 678 |
|
2019
Q4 | $838K | Buy |
4,150
+804
| +24% | +$162K | ﹤0.01% | 563 |
|
2019
Q3 | $645K | Buy |
3,346
+542
| +19% | +$104K | ﹤0.01% | 582 |
|
2019
Q2 | $537K | Sell |
2,804
-327
| -10% | -$62.6K | ﹤0.01% | 610 |
|
2019
Q1 | $550K | Buy |
3,131
+1,402
| +81% | +$246K | ﹤0.01% | 598 |
|
2018
Q4 | $263K | Sell |
1,729
-520
| -23% | -$79.1K | ﹤0.01% | 714 |
|
2018
Q3 | $317K | Sell |
2,249
-12
| -0.5% | -$1.69K | ﹤0.01% | 682 |
|
2018
Q2 | $343K | Buy |
2,261
+2
| +0.1% | +$303 | ﹤0.01% | 625 |
|
2018
Q1 | $344K | Buy |
2,259
+816
| +57% | +$124K | ﹤0.01% | 597 |
|
2017
Q4 | $218K | Sell |
1,443
-37
| -3% | -$5.59K | ﹤0.01% | 703 |
|
2017
Q3 | $228K | Buy |
1,480
+228
| +18% | +$35.1K | ﹤0.01% | 650 |
|
2017
Q2 | $182K | Buy |
1,252
+535
| +75% | +$77.8K | ﹤0.01% | 699 |
|
2017
Q1 | $93K | Buy |
717
+379
| +112% | +$49.2K | ﹤0.01% | 849 |
|
2016
Q4 | $41K | Buy |
+338
| New | +$41K | ﹤0.01% | 1099 |
|
2016
Q3 | – | Sell |
-379
| Closed | -$47K | – | 1550 |
|
2016
Q2 | $47K | Sell |
379
-272
| -42% | -$33.7K | ﹤0.01% | 924 |
|
2016
Q1 | $76K | Buy |
+651
| New | +$76K | ﹤0.01% | 790 |
|
2015
Q4 | – | Sell |
-78
| Closed | -$8K | – | 1873 |
|
2015
Q3 | $8K | Sell |
78
-88
| -53% | -$9.03K | ﹤0.01% | 1147 |
|
2015
Q2 | $21K | Buy |
166
+140
| +538% | +$17.7K | ﹤0.01% | 865 |
|
2015
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 1322 |
|
2014
Q4 | $3K | Sell |
26
-36
| -58% | -$4.15K | ﹤0.01% | 1446 |
|
2014
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 986 |
|
2014
Q2 | $7K | Hold |
62
| – | – | ﹤0.01% | 958 |
|
2014
Q1 | $7K | Sell |
62
-39
| -39% | -$4.4K | ﹤0.01% | 940 |
|
2013
Q4 | $12K | Buy |
101
+39
| +63% | +$4.63K | ﹤0.01% | 891 |
|
2013
Q3 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 958 |
|