O'Shaughnessy Asset Management’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.61M | Buy |
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|
2025
Q2 | $2.05M | Buy |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $857K | Buy |
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|
2024
Q1 | $845K | Buy |
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $1.92M | Sell |
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|
2022
Q4 | $2.45M | Buy |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $89K | Buy |
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|
2021
Q2 | $73K | Sell |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $93K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $726K | Buy |
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|
2019
Q3 | $629K | Sell |
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|
2019
Q2 | $632K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $147K | Sell |
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|
2015
Q4 | $167K | Sell |
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|
2015
Q3 | $190K | Hold |
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|
2015
Q2 | $190K | Buy |
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|
2015
Q1 | $25K | Buy |
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|
2014
Q4 | $4K | Buy |
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