Y-Intercept (HK)’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 | $3.39M | Buy |
+11,050
| New | +$3.39M | 0.08% | 366 |
|
|
2024
Q2 | – | Sell |
-2,643
| Closed | -$727K | – | 1989 |
|
|
2024
Q1 | $727K | Sell |
2,643
-3,815
| -59% | -$1.05M | 0.05% | 521 |
|
|
2023
Q4 | $1.56M | Buy |
+6,458
| New | +$1.56M | 0.15% | 193 |
|
|
2023
Q3 | – | Sell |
-5,328
| Closed | -$1.25M | – | 1685 |
|
|
2023
Q2 | $1.25M | Sell |
5,328
-7,210
| -58% | -$1.7M | 0.13% | 217 |
|
|
2023
Q1 | $2.91M | Buy |
+12,538
| New | +$2.91M | 0.34% | 41 |
|
|
2022
Q3 | – | Sell |
-16,941
| Closed | -$3.34M | – | 1314 |
|
|
2022
Q2 | $3.34M | Buy |
16,941
+12,290
| +264% | +$2.43M | 0.44% | 45 |
|
|
2022
Q1 | $1.1M | Sell |
4,651
-4,255
| -48% | -$1.01M | 0.25% | 95 |
|
|
2021
Q4 | $2.12M | Buy |
+8,906
| New | +$2.12M | 0.5% | 29 |
|