Pinnacle Associates’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
Q3 | – | Sell |
-1,415
| Closed | -$333K | – | 835 |
|
|
2023
Q2 | $333K | Sell |
1,415
-1,085
| -43% | -$256K | 0.01% | 654 |
|
|
2023
Q1 | $581K | Buy |
2,500
+69
| +3% | +$16K | 0.01% | 492 |
|
|
2022
Q4 | $595K | Sell |
2,431
-5
| -0.2% | -$1.22K | 0.01% | 479 |
|
|
2022
Q3 | $490K | Buy |
2,436
+137
| +6% | +$27.6K | 0.01% | 499 |
|
|
2022
Q2 | $454K | Sell |
2,299
-956
| -29% | -$189K | 0.01% | 536 |
|
|
2022
Q1 | $769K | Sell |
3,255
-1,270
| -28% | -$300K | 0.01% | 484 |
|
|
2021
Q4 | $1.08M | Buy |
4,525
+300
| +7% | +$71.3K | 0.02% | 442 |
|
|
2021
Q3 | $982K | Buy |
+4,225
| New | +$982K | 0.02% | 445 |
|