UMB Bank’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 | $175K | Sell |
571
-18
| -3% | -$5.52K | ﹤0.01% | 625 |
|
|
2025
Q1 | $199K | Buy |
589
+69
| +13% | +$23.3K | ﹤0.01% | 581 |
|
|
2024
Q4 | $163K | Buy |
520
+49
| +10% | +$15.3K | ﹤0.01% | 596 |
|
|
2024
Q3 | $139K | Buy |
471
+26
| +6% | +$7.66K | ﹤0.01% | 642 |
|
|
2024
Q2 | $117K | Buy |
445
+59
| +15% | +$15.5K | ﹤0.01% | 656 |
|
|
2024
Q1 | $106K | Buy |
386
+2
| +0.5% | +$550 | ﹤0.01% | 689 |
|
|
2023
Q4 | $92.6K | Sell |
384
-6
| -2% | -$1.45K | ﹤0.01% | 713 |
|
|
2023
Q3 | $81.5K | Buy |
390
+338
| +650% | +$70.6K | ﹤0.01% | 726 |
|
|
2023
Q2 | $12.2K | Buy |
52
+1
| +2% | +$236 | ﹤0.01% | 1248 |
|
|
2023
Q1 | $11.9K | Hold |
51
| – | – | ﹤0.01% | 1240 |
|
|
2022
Q4 | $12K | Sell |
51
-5
| -9% | -$1.18K | ﹤0.01% | 1259 |
|
|
2022
Q3 | $11K | Buy |
56
+5
| +10% | +$982 | ﹤0.01% | 1293 |
|
|
2022
Q2 | $10K | Sell |
51
-6
| -11% | -$1.18K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $13K | Sell |
57
-530
| -90% | -$121K | ﹤0.01% | 1421 |
|
|
2021
Q4 | $140K | Buy |
+587
| New | +$140K | ﹤0.01% | 740 |
|