Thoroughbred Financial Services’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 | $657K | Sell |
2,145
-386
| -15% | -$118K | 0.05% | 330 |
|
|
2025
Q1 | $855K | Sell |
2,531
-448
| -15% | -$151K | 0.05% | 322 |
|
|
2024
Q4 | $933K | Buy |
2,979
+1
| +0% | +$313 | 0.06% | 288 |
|
|
2024
Q3 | $877K | Sell |
2,978
-58
| -2% | -$17.1K | 0.06% | 298 |
|
|
2024
Q2 | $796K | Buy |
3,036
+843
| +38% | +$221K | 0.05% | 305 |
|
|
2024
Q1 | $603K | Sell |
2,193
-841
| -28% | -$231K | 0.06% | 269 |
|
|
2023
Q4 | $731K | Sell |
3,034
-250
| -8% | -$60.2K | 0.06% | 297 |
|
|
2023
Q3 | $686K | Buy |
3,284
+589
| +22% | +$123K | 0.07% | 280 |
|
|
2023
Q2 | $634K | Buy |
2,695
+2
| +0.1% | +$471 | 0.08% | 222 |
|
|
2023
Q1 | $625K | Buy |
2,693
+1
| +0% | +$232 | 0.09% | 216 |
|
|
2022
Q4 | $658K | Buy |
2,692
+2
| +0.1% | +$489 | 0.11% | 197 |
|
|
2022
Q3 | $540K | Sell |
2,690
-169
| -6% | -$33.9K | 0.1% | 201 |
|
|
2022
Q2 | $564K | Buy |
2,859
+2
| +0.1% | +$395 | 0.1% | 193 |
|
|
2022
Q1 | $675K | Buy |
+2,857
| New | +$675K | 0.11% | 191 |
|
|
2020
Q2 | – | Sell |
-3,152
| Closed | -$535K | – | 260 |
|
|
2020
Q1 | $535K | Hold |
3,152
| – | – | 0.19% | 134 |
|
|
2019
Q4 | $637K | Hold |
3,152
| – | – | 0.21% | 125 |
|
|
2019
Q3 | $608K | Hold |
3,152
| – | – | 0.23% | 115 |
|
|
2019
Q2 | $604K | Hold |
3,152
| – | – | 0.23% | 99 |
|
|
2019
Q1 | $554K | Sell |
3,152
-130
| -4% | -$22.8K | 0.23% | 109 |
|
|
2018
Q4 | $498K | Buy |
+3,282
| New | +$498K | 0.24% | 101 |
|