Vontobel Holding’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 | $781K | Sell |
2,549
-148
| -5% | -$45.4K | ﹤0.01% | 666 |
|
2025
Q1 | $911K | Sell |
2,697
-506
| -16% | -$171K | ﹤0.01% | 615 |
|
2024
Q4 | $1M | Buy |
3,203
+1,893
| +145% | +$593K | ﹤0.01% | 587 |
|
2024
Q3 | $386K | Buy |
1,310
+55
| +4% | +$16.2K | ﹤0.01% | 855 |
|
2024
Q2 | $329K | Sell |
1,255
-228
| -15% | -$59.8K | ﹤0.01% | 871 |
|
2024
Q1 | $408K | Hold |
1,483
| – | – | ﹤0.01% | 830 |
|
2023
Q4 | $358K | Sell |
1,483
-208
| -12% | -$50.2K | ﹤0.01% | 881 |
|
2023
Q3 | $353K | Sell |
1,691
-9,250
| -85% | -$1.93M | ﹤0.01% | 860 |
|
2023
Q2 | $2.58M | Sell |
10,941
-10,490
| -49% | -$2.47M | 0.02% | 397 |
|
2023
Q1 | $4.98M | Sell |
21,431
-215
| -1% | -$50K | 0.05% | 282 |
|
2022
Q4 | $5.23M | Buy |
21,646
+1,718
| +9% | +$415K | 0.05% | 274 |
|
2022
Q3 | $4.01M | Sell |
19,928
-111
| -0.6% | -$22.3K | 0.05% | 294 |
|
2022
Q2 | $4.01M | Sell |
20,039
-2,000
| -9% | -$400K | 0.04% | 274 |
|
2022
Q1 | $5.29M | Buy |
22,039
+242
| +1% | +$58.1K | 0.05% | 278 |
|
2021
Q4 | $5.17M | Sell |
21,797
-4,821
| -18% | -$1.14M | 0.04% | 271 |
|
2021
Q3 | $6.19M | Buy |
26,618
+24,527
| +1,173% | +$5.7M | 0.05% | 236 |
|
2021
Q2 | $485K | Buy |
+2,091
| New | +$485K | ﹤0.01% | 769 |
|