Ray Dalio’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 | $9.92M | Sell |
32,364
-103,630
| -76% | -$31.8M | 0.04% | 256 |
|
|
2025
Q1 | $46M | Sell |
135,994
-54,729
| -29% | -$18.5M | 0.21% | 98 |
|
|
2024
Q4 | $59.7M | Buy |
190,723
+55,722
| +41% | +$17.5M | 0.27% | 69 |
|
|
2024
Q3 | $39.8M | Buy |
135,001
+25,936
| +24% | +$7.64M | 0.23% | 82 |
|
|
2024
Q2 | $28.6M | Buy |
109,065
+35,077
| +47% | +$9.2M | 0.15% | 112 |
|
|
2024
Q1 | $20.3M | Sell |
73,988
-811
| -1% | -$223K | 0.1% | 150 |
|
|
2023
Q4 | $18M | Buy |
74,799
+28,046
| +60% | +$6.76M | 0.1% | 154 |
|
|
2023
Q3 | $9.77M | Sell |
46,753
-11,502
| -20% | -$2.4M | 0.06% | 237 |
|
|
2023
Q2 | $13.7M | Buy |
58,255
+8,314
| +17% | +$1.96M | 0.08% | 167 |
|
|
2023
Q1 | $11.6M | Buy |
49,941
+1,209
| +2% | +$281K | 0.07% | 190 |
|
|
2022
Q4 | $11.9M | Sell |
48,732
-14,546
| -23% | -$3.56M | 0.07% | 222 |
|
|
2022
Q3 | $12.7M | Buy |
63,278
+20,046
| +46% | +$4.03M | 0.06% | 213 |
|
|
2022
Q2 | $8.53M | Sell |
43,232
-13,443
| -24% | -$2.65M | 0.04% | 365 |
|
|
2022
Q1 | $13.4M | Buy |
56,675
+34,586
| +157% | +$8.17M | 0.05% | 237 |
|
|
2021
Q4 | $5.25M | Buy |
22,089
+14,272
| +183% | +$3.39M | 0.03% | 283 |
|
|
2021
Q3 | $1.82M | Buy |
7,817
+1,998
| +34% | +$464K | 0.01% | 447 |
|
|
2021
Q2 | $1.34M | Sell |
5,819
-140
| -2% | -$32.2K | 0.01% | 542 |
|
|
2021
Q1 | $1.36M | Sell |
5,959
-2,657
| -31% | -$608K | 0.01% | 300 |
|
|
2020
Q4 | $1.82M | Buy |
+8,616
| New | +$1.82M | 0.02% | 319 |
|
|
2019
Q1 | – | Sell |
-7,342
| Closed | -$1.12M | – | 514 |
|
|
2018
Q4 | $1.12M | Buy |
7,342
+694
| +10% | +$105K | 0.01% | 314 |
|
|
2018
Q3 | $937K | Buy |
6,648
+4,706
| +242% | +$663K | 0.01% | 228 |
|
|
2018
Q2 | $294K | Sell |
1,942
-7,877
| -80% | -$1.19M | ﹤0.01% | 426 |
|
|
2018
Q1 | $1.49M | Buy |
+9,819
| New | +$1.49M | 0.01% | 218 |
|
|
2016
Q4 | – | Sell |
-1,823
| Closed | -$242K | – | 353 |
|
|
2016
Q3 | $242K | Sell |
1,823
-2,077
| -53% | -$276K | ﹤0.01% | 287 |
|
|
2016
Q2 | $485K | Buy |
+3,900
| New | +$485K | 0.01% | 289 |
|
|
2014
Q1 | – | Sell |
-7,852
| Closed | -$932K | – | 391 |
|
|
2013
Q4 | $932K | Buy |
7,852
+1,699
| +28% | +$202K | 0.01% | 221 |
|
|
2013
Q3 | $706K | Buy |
+6,153
| New | +$706K | 0.01% | 239 |
|