The Family Firm’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 |
-1,476
| Closed | -$499K | – | 205 |
|
|
2025
Q1 | $499K | Hold |
1,476
| – | – | 0.11% | 115 |
|
|
2024
Q4 | $462K | Sell |
1,476
-228
| -13% | -$71.4K | 0.1% | 122 |
|
|
2024
Q3 | $502K | Hold |
1,704
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $447K | Hold |
1,704
| – | – | 0.1% | 122 |
|
|
2024
Q1 | $469K | Hold |
1,704
| – | – | 0.11% | 119 |
|
|
2023
Q4 | $411K | Hold |
1,704
| – | – | 0.11% | 121 |
|
|
2023
Q3 | $356K | Hold |
1,704
| – | – | 0.1% | 128 |
|
|
2023
Q2 | $401K | Hold |
1,704
| – | – | 0.11% | 119 |
|
|
2023
Q1 | $396K | Buy |
1,704
+6
| +0.4% | +$1.39K | 0.11% | 114 |
|
|
2022
Q4 | $415K | Hold |
1,698
| – | – | 0.12% | 112 |
|
|
2022
Q3 | $341K | Hold |
1,698
| – | – | 0.11% | 122 |
|
|
2022
Q2 | $335K | Hold |
1,698
| – | – | 0.1% | 133 |
|
|
2022
Q1 | $401K | Hold |
1,698
| – | – | 0.11% | 117 |
|
|
2021
Q4 | $403K | Hold |
1,698
| – | – | 0.1% | 117 |
|
|
2021
Q3 | $415K | Hold |
1,698
| – | – | 0.11% | 110 |
|
|
2021
Q2 | $391K | Hold |
1,698
| – | – | 0.11% | 113 |
|
|
2021
Q1 | $389K | Sell |
1,698
-869
| -34% | -$199K | 0.11% | 108 |
|
|
2020
Q4 | $530K | Sell |
2,567
-1,060
| -29% | -$219K | 0.16% | 91 |
|
|
2020
Q3 | $757K | Buy |
+3,627
| New | +$757K | 0.27% | 68 |
|