RG
Rathbones Group’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
2,519
+853
| +51% | +$261K | ﹤0.01% | 371 |
|
|
2025
Q1 | $563K | Hold |
1,666
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $522K | Hold |
1,666
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $491K | Hold |
1,666
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $437K | Sell |
1,666
-200
| -11% | -$52.4K | ﹤0.01% | 433 |
|
|
2024
Q1 | $513K | Sell |
1,866
-84
| -4% | -$23.1K | ﹤0.01% | 409 |
|
|
2023
Q4 | $470K | Hold |
1,950
| – | – | ﹤0.01% | 410 |
|
|
2023
Q3 | $407K | Hold |
1,950
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $459K | Sell |
1,950
-2,300
| -54% | -$542K | ﹤0.01% | 307 |
|
|
2023
Q1 | $988K | Buy |
4,250
+2,020
| +91% | +$469K | 0.01% | 251 |
|
|
2022
Q4 | $545K | Hold |
2,230
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $448K | Sell |
2,230
-145
| -6% | -$29.1K | 0.01% | 295 |
|
|
2022
Q2 | $469K | Buy |
+2,375
| New | +$469K | 0.01% | 301 |
|