Rothschild Investment LLC’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 | $245K | Buy |
798
+5
| +0.6% | +$1.53K | 0.02% | 460 |
|
|
2025
Q1 | $268K | Sell |
793
-14
| -2% | -$4.73K | 0.02% | 441 |
|
|
2024
Q4 | $253K | Hold |
807
| – | – | 0.02% | 452 |
|
|
2024
Q3 | $238K | Buy |
807
+1
| +0.1% | +$295 | 0.02% | 474 |
|
|
2024
Q2 | $211K | Buy |
806
+24
| +3% | +$6.29K | 0.01% | 486 |
|
|
2024
Q1 | $215K | Hold |
782
| – | – | 0.02% | 451 |
|
|
2023
Q4 | $189K | Buy |
+782
| New | +$189K | 0.02% | 426 |
|
|
2023
Q1 | – | Sell |
-832
| Closed | -$203K | – | 500 |
|
|
2022
Q4 | $203K | Buy |
+832
| New | +$203K | 0.02% | 437 |
|
|
2021
Q2 | – | Sell |
-1,163
| Closed | -$266K | – | 496 |
|
|
2021
Q1 | $266K | Hold |
1,163
| – | – | 0.02% | 404 |
|
|
2020
Q4 | $245K | Hold |
1,163
| – | – | 0.02% | 389 |
|
|
2020
Q3 | $243K | Hold |
1,163
| – | – | 0.03% | 362 |
|
|
2020
Q2 | $229K | Buy |
+1,163
| New | +$229K | 0.03% | 360 |
|
|
2019
Q4 | – | Sell |
-10,262
| Closed | -$1.98M | – | 461 |
|
|
2019
Q3 | $1.98M | Hold |
10,262
| – | – | 0.23% | 114 |
|
|
2019
Q2 | $1.97M | Buy |
+10,262
| New | +$1.97M | 0.23% | 114 |
|
|
2017
Q1 | – | Sell |
-2,760
| Closed | -$337K | – | 500 |
|
|
2016
Q4 | $337K | Sell |
2,760
-1,824
| -40% | -$223K | 0.04% | 324 |
|
|
2016
Q3 | $609K | Hold |
4,584
| – | – | 0.07% | 238 |
|
|
2016
Q2 | $570K | Sell |
4,584
-1,001
| -18% | -$124K | 0.07% | 240 |
|
|
2016
Q1 | $663K | Buy |
+5,585
| New | +$663K | 0.09% | 228 |
|