Windsor Financial Group’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6.56M | Sell |
45,116
-1,780
| -4% | -$259K | 3.06% | 6 |
|
|
2017
Q1 | $6.14M | Sell |
46,896
-1,050
| -2% | -$137K | 2.81% | 7 |
|
|
2016
Q4 | $5.86M | Sell |
47,946
-616
| -1% | -$75.3K | 2.77% | 9 |
|
|
2016
Q3 | $6.45M | Sell |
48,562
-1,257
| -3% | -$167K | 3.03% | 4 |
|
|
2016
Q2 | $6.19M | Sell |
49,819
-49
| -0.1% | -$6.09K | 2.83% | 6 |
|
|
2016
Q1 | $5.92M | Buy |
49,868
+12,772
| +34% | +$1.52M | 2.71% | 7 |
|
|
2015
Q4 | $4.03M | Hold |
37,096
| – | – | 1.96% | 24 |
|
|
2015
Q3 | $4.03M | Buy |
37,096
+236
| +0.6% | +$25.6K | 1.94% | 28 |
|
|
2015
Q2 | $4.58M | Buy |
36,860
+854
| +2% | +$106K | 1.97% | 22 |
|
|
2015
Q1 | $4.6M | Buy |
36,006
+1,387
| +4% | +$177K | 2.06% | 17 |
|
|
2014
Q4 | $4.11M | Buy |
34,619
+389
| +1% | +$46.2K | 1.95% | 22 |
|
|
2014
Q3 | $3.75M | Buy |
34,230
+576
| +2% | +$63.2K | 1.8% | 24 |
|
|
2014
Q2 | $3.86M | Buy |
+33,654
| New | +$3.86M | 1.89% | 24 |
|