Stifel Financial’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 | $7.3M | Buy |
23,806
+3,247
| +16% | +$995K | 0.01% | 1050 |
|
|
2025
Q1 | $6.95M | Buy |
20,559
+3,610
| +21% | +$1.22M | 0.01% | 1015 |
|
|
2024
Q4 | $5.31M | Buy |
16,949
+3,380
| +25% | +$1.06M | 0.01% | 1174 |
|
|
2024
Q3 | $4M | Buy |
13,569
+2,025
| +18% | +$596K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $3.03M | Buy |
11,544
+1,303
| +13% | +$342K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $2.82M | Sell |
10,241
-1,940
| -16% | -$533K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $2.94M | Sell |
12,181
-67
| -0.5% | -$16.2K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $2.56M | Sell |
12,248
-2,833
| -19% | -$592K | ﹤0.01% | 1427 |
|
|
2023
Q2 | $3.55M | Sell |
15,081
-8,300
| -35% | -$1.95M | ﹤0.01% | 1252 |
|
|
2023
Q1 | $5.43M | Buy |
23,381
+3,116
| +15% | +$724K | 0.01% | 971 |
|
|
2022
Q4 | $4.96M | Sell |
20,265
-1,374
| -6% | -$336K | 0.01% | 985 |
|
|
2022
Q3 | $4.35M | Sell |
21,639
-749
| -3% | -$151K | 0.01% | 1015 |
|
|
2022
Q2 | $4.42M | Sell |
22,388
-742
| -3% | -$146K | 0.01% | 1034 |
|
|
2022
Q1 | $5.46M | Sell |
23,130
-2,067
| -8% | -$488K | 0.01% | 1009 |
|
|
2021
Q4 | $5.98M | Buy |
25,197
+6,666
| +36% | +$1.58M | 0.01% | 970 |
|
|
2021
Q3 | $4.31M | Buy |
18,531
+2,059
| +13% | +$479K | 0.01% | 1105 |
|
|
2021
Q2 | $3.79M | Buy |
16,472
+3,801
| +30% | +$874K | 0.01% | 1170 |
|
|
2021
Q1 | $2.9M | Sell |
12,671
-1,357
| -10% | -$311K | ﹤0.01% | 1276 |
|
|
2020
Q4 | $2.96M | Sell |
14,028
-1,896
| -12% | -$399K | 0.01% | 1150 |
|
|
2020
Q3 | $3.33M | Sell |
15,924
-6,213
| -28% | -$1.3M | 0.01% | 956 |
|
|
2020
Q2 | $4.36M | Sell |
22,137
-5,222
| -19% | -$1.03M | 0.01% | 783 |
|
|
2020
Q1 | $4.66M | Buy |
27,359
+201
| +0.7% | +$34.2K | 0.01% | 698 |
|
|
2019
Q4 | $5.47M | Buy |
27,158
+6,237
| +30% | +$1.26M | 0.01% | 851 |
|
|
2019
Q3 | $4.05M | Buy |
20,921
+4,116
| +24% | +$797K | 0.01% | 923 |
|
|
2019
Q2 | $3.23M | Buy |
16,805
+2,640
| +19% | +$508K | 0.01% | 1039 |
|
|
2019
Q1 | $2.51M | Buy |
14,165
+1,847
| +15% | +$327K | 0.01% | 1128 |
|
|
2018
Q4 | $1.88M | Sell |
12,318
-24
| -0.2% | -$3.66K | 0.01% | 1180 |
|
|
2018
Q3 | $1.74M | Sell |
12,342
-1,242
| -9% | -$175K | 0.01% | 1342 |
|
|
2018
Q2 | $2.07M | Buy |
13,584
+1,237
| +10% | +$188K | 0.01% | 1192 |
|
|
2018
Q1 | $1.88M | Buy |
12,347
+4,189
| +51% | +$638K | 0.01% | 1195 |
|
|
2017
Q4 | $1.23M | Buy |
8,158
+946
| +13% | +$143K | ﹤0.01% | 1391 |
|
|
2017
Q3 | $1.11M | Sell |
7,212
-677
| -9% | -$104K | ﹤0.01% | 1436 |
|
|
2017
Q2 | $1.15M | Sell |
7,889
-666
| -8% | -$96.7K | ﹤0.01% | 1408 |
|
|
2017
Q1 | $1.12M | Sell |
8,555
-917
| -10% | -$120K | ﹤0.01% | 1394 |
|
|
2016
Q4 | $1.16M | Buy |
9,472
+1,652
| +21% | +$201K | ﹤0.01% | 1315 |
|
|
2016
Q3 | $1.04M | Buy |
7,820
+710
| +10% | +$94.1K | ﹤0.01% | 1309 |
|
|
2016
Q2 | $884K | Buy |
+7,110
| New | +$884K | ﹤0.01% | 1414 |
|
|
2016
Q1 | – | Sell |
-5,606
| Closed | -$721K | – | 2394 |
|
|
2015
Q4 | $721K | Buy |
5,606
+938
| +20% | +$121K | ﹤0.01% | 1459 |
|
|
2015
Q3 | $507K | Sell |
4,668
-10,145
| -68% | -$1.1M | ﹤0.01% | 1546 |
|
|
2015
Q2 | $1.82M | Buy |
+14,813
| New | +$1.82M | 0.01% | 1058 |
|
|
2014
Q4 | – | Sell |
-7,682
| Closed | -$842K | – | 2402 |
|
|
2014
Q3 | $842K | Buy |
+7,682
| New | +$842K | 0.01% | 1226 |
|