SVB Wealth’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 | – | Sell |
-266
| Closed | -$89.9K | – | 1641 |
|
|
2025
Q1 | $89.9K | Buy |
+266
| New | +$89.9K | ﹤0.01% | 426 |
|
|
2024
Q2 | – | Sell |
-751
| Closed | -$207K | – | 833 |
|
|
2024
Q1 | $207K | Buy |
+751
| New | +$207K | ﹤0.01% | 754 |
|
|
2023
Q1 | – | Sell |
-1,123
| Closed | -$275K | – | 1078 |
|
|
2022
Q4 | $275K | Sell |
1,123
-87
| -7% | -$21.3K | ﹤0.01% | 776 |
|
|
2022
Q3 | $243K | Buy |
+1,210
| New | +$243K | ﹤0.01% | 773 |
|
|
2016
Q2 | – | Sell |
-1,955
| Closed | -$232K | – | 523 |
|
|
2016
Q1 | $232K | Sell |
1,955
-297
| -13% | -$35.2K | 0.01% | 471 |
|
|
2015
Q4 | $289K | Sell |
2,252
-2,758
| -55% | -$354K | 0.01% | 465 |
|
|
2015
Q3 | $543K | Sell |
5,010
-2,516
| -33% | -$273K | 0.02% | 396 |
|
|
2015
Q2 | $935K | Sell |
7,526
-378
| -5% | -$47K | 0.03% | 319 |
|
|
2015
Q1 | $1.01M | Sell |
7,904
-196
| -2% | -$25K | 0.03% | 314 |
|
|
2014
Q4 | $962K | Buy |
+8,100
| New | +$962K | 0.03% | 311 |
|