SRH Advisors’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 | $1.37M | Hold |
4,486
| – | – | 0.42% | 19 |
|
|
2025
Q1 | $1.52M | Hold |
4,486
| – | – | 0.47% | 18 |
|
|
2024
Q4 | $1.41M | Hold |
4,486
| – | – | 0.42% | 19 |
|
|
2024
Q3 | $1.32M | Hold |
4,486
| – | – | 0.4% | 19 |
|
|
2024
Q2 | $1.18M | Hold |
4,486
| – | – | 0.39% | 20 |
|
|
2024
Q1 | $1.23M | Hold |
4,486
| – | – | 0.39% | 19 |
|
|
2023
Q4 | $1.08M | Hold |
4,486
| – | – | 0.38% | 23 |
|
|
2023
Q3 | $937K | Hold |
4,486
| – | – | 0.46% | 22 |
|
|
2023
Q2 | $1.04M | Hold |
4,486
| – | – | 0.56% | 23 |
|
|
2023
Q1 | $1.04M | Hold |
4,486
| – | – | 0.55% | 23 |
|
|
2022
Q4 | $1.1M | Hold |
4,486
| – | – | 0.61% | 23 |
|
|
2022
Q3 | $901K | Hold |
4,486
| – | – | 1.17% | 23 |
|
|
2022
Q2 | $885K | Hold |
4,486
| – | – | 1.09% | 24 |
|
|
2022
Q1 | $1.06M | Hold |
4,486
| – | – | 1.18% | 26 |
|
|
2021
Q4 | $1.07M | Hold |
4,486
| – | – | 1.21% | 24 |
|
|
2021
Q3 | $1.04M | Hold |
4,486
| – | – | 1.27% | 24 |
|
|
2021
Q2 | $1.03M | Hold |
4,486
| – | – | 1.29% | 22 |
|
|
2021
Q1 | $1.03M | Hold |
4,486
| – | – | 1.46% | 19 |
|
|
2020
Q4 | $945K | Hold |
4,486
| – | – | 1.56% | 16 |
|
|
2020
Q3 | $937K | Hold |
4,486
| – | – | 1.8% | 14 |
|
|
2020
Q2 | $884K | Hold |
4,486
| – | – | 2.2% | 12 |
|
|
2020
Q1 | $762K | Hold |
4,486
| – | – | 2.12% | 13 |
|
|
2019
Q4 | $906K | Hold |
4,486
| – | – | 2.91% | 10 |
|
|
2019
Q3 | $866K | Hold |
4,486
| – | – | 2.92% | 9 |
|
|
2019
Q2 | $859K | Hold |
4,486
| – | – | 2.93% | 8 |
|
|
2019
Q1 | $788K | Sell |
4,486
-750
| -14% | -$132K | 2.8% | 9 |
|
|
2018
Q4 | $795K | Sell |
5,236
-1,000
| -16% | -$152K | 3.04% | 9 |
|
|
2018
Q3 | $879K | Hold |
6,236
| – | – | 3.01% | 8 |
|
|
2018
Q2 | $945K | Hold |
6,236
| – | – | 3.54% | 7 |
|
|
2018
Q1 | $949K | Hold |
6,236
| – | – | 3.76% | 7 |
|
|
2017
Q4 | $940K | Hold |
6,236
| – | – | 3.71% | 7 |
|
|
2017
Q3 | $962K | Hold |
6,236
| – | – | 4.08% | 4 |
|
|
2017
Q2 | $907K | Sell |
6,236
-6,236
| -50% | -$907K | 4.32% | 5 |
|
|
2017
Q1 | $1.63M | Hold |
12,472
| – | – | 7.62% | 2 |
|
|
2016
Q4 | $1.53M | Hold |
12,472
| – | – | 7.57% | 2 |
|
|
2016
Q3 | $1.66M | Hold |
12,472
| – | – | 8.64% | 2 |
|
|
2016
Q2 | $1.55M | Sell |
12,472
-2,000
| -14% | -$249K | 8.25% | 2 |
|
|
2016
Q1 | $1.72M | Buy |
+14,472
| New | +$1.72M | 9.46% | 1 |
|