Oak Thistle LLC’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 | – | Sell |
-11,213
| Closed | -$3.79M | – | 622 |
|
2025
Q1 | $3.79M | Buy |
+11,213
| New | +$3.79M | 0.76% | 18 |
|
2024
Q4 | – | Sell |
-1,956
| Closed | -$576K | – | 572 |
|
2024
Q3 | $576K | Buy |
+1,956
| New | +$576K | 0.19% | 216 |
|
2024
Q2 | – | Sell |
-3,892
| Closed | -$1.07M | – | 458 |
|
2024
Q1 | $1.07M | Buy |
3,892
+2,341
| +151% | +$644K | 0.96% | 3 |
|
2023
Q4 | $374K | Buy |
+1,551
| New | +$374K | 0.11% | 329 |
|
2023
Q2 | – | Sell |
-1,661
| Closed | -$386K | – | 561 |
|
2023
Q1 | $386K | Buy |
+1,661
| New | +$386K | 0.23% | 204 |
|