SFM
Stack Financial Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-239,134
| Closed | -$10.6M | – | 56 |
|
|
2014
Q1 | $10.6M | Sell |
239,134
-760
| -0.3% | -$33.5K | 1.35% | 45 |
|
|
2013
Q4 | $10.8M | Sell |
239,894
-2,740
| -1% | -$123K | 1.43% | 42 |
|
|
2013
Q3 | $10.5M | Buy |
242,634
+5,955
| +3% | +$258K | 1.51% | 38 |
|
|
2013
Q2 | $9.65M | Buy |
+236,679
| New | +$9.65M | 1.38% | 44 |
|