Rappaport Reiches Capital 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
Q1 | $654K | Buy |
1,934
+12
| +0.6% | +$4.06K | 0.16% | 53 |
|
2024
Q4 | $602K | Buy |
1,922
+1
| +0.1% | +$313 | 0.16% | 51 |
|
2024
Q3 | $566K | Buy |
1,921
+1
| +0.1% | +$295 | 0.15% | 54 |
|
2024
Q2 | $503K | Buy |
1,920
+6
| +0.3% | +$1.57K | 0.15% | 55 |
|
2024
Q1 | $526K | Hold |
1,914
| – | – | 0.16% | 60 |
|
2023
Q4 | $462K | Buy |
1,914
+3
| +0.2% | +$724 | 0.17% | 50 |
|
2023
Q3 | $399K | Buy |
1,911
+1
| +0.1% | +$209 | 0.17% | 49 |
|
2023
Q2 | $450K | Hold |
1,910
| – | – | 0.19% | 50 |
|
2023
Q1 | $444K | Hold |
1,910
| – | – | 0.2% | 51 |
|
2022
Q4 | $467K | Sell |
1,910
-1
| -0.1% | -$245 | 0.23% | 47 |
|
2022
Q3 | $384K | Buy |
1,911
+1
| +0.1% | +$201 | 0.19% | 49 |
|
2022
Q2 | $377K | Buy |
1,910
+2
| +0.1% | +$395 | 0.19% | 50 |
|
2022
Q1 | $451K | Hold |
1,908
| – | – | 0.24% | 47 |
|
2021
Q4 | $453K | Hold |
1,908
| – | – | 0.39% | 36 |
|
2021
Q3 | $444K | Hold |
1,908
| – | – | 0.44% | 32 |
|
2021
Q2 | $439K | Buy |
+1,908
| New | +$439K | 0.46% | 33 |
|