Siemens Fonds Invest’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 | $438K | Buy |
1,430
+248
| +21% | +$76K | 0.03% | 328 |
|
|
2025
Q1 | $399K | Buy |
1,182
+84
| +8% | +$28.4K | 0.03% | 312 |
|
|
2024
Q4 | $344K | Hold |
1,098
| – | – | 0.02% | 350 |
|
|
2024
Q3 | $323K | Hold |
1,098
| – | – | 0.03% | 345 |
|
|
2024
Q2 | $288K | Sell |
1,098
-27
| -2% | -$7.08K | 0.02% | 362 |
|
|
2024
Q1 | $309K | Sell |
1,125
-75
| -6% | -$20.6K | 0.02% | 362 |
|
|
2023
Q4 | $289K | Buy |
+1,200
| New | +$289K | 0.02% | 361 |
|
|
2023
Q3 | – | Sell |
-1,212
| Closed | -$284K | – | 392 |
|
|
2023
Q2 | $284K | Hold |
1,212
| – | – | 0.03% | 320 |
|
|
2023
Q1 | $282K | Sell |
1,212
-15
| -1% | -$3.49K | 0.03% | 318 |
|
|
2022
Q4 | $300K | Sell |
1,227
-225
| -15% | -$55K | 0.03% | 306 |
|
|
2022
Q3 | $292K | Hold |
1,452
| – | – | 0.03% | 316 |
|
|
2022
Q2 | $287K | Sell |
1,452
-170
| -10% | -$33.6K | 0.03% | 335 |
|
|
2022
Q1 | $383K | Sell |
1,622
-12
| -0.7% | -$2.83K | 0.03% | 316 |
|
|
2021
Q4 | $387K | Sell |
1,634
-5
| -0.3% | -$1.18K | 0.03% | 319 |
|
|
2021
Q3 | $381K | Buy |
+1,639
| New | +$381K | 0.03% | 302 |
|