Advisor Partners’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $454K | Sell |
2,299
-29
| -1% | -$5.73K | 0.03% | 507 |
|
|
2022
Q1 | $550K | Sell |
2,328
-97
| -4% | -$22.9K | 0.03% | 481 |
|
|
2021
Q4 | $576K | Buy |
2,425
+97
| +4% | +$23K | 0.03% | 477 |
|
|
2021
Q3 | $541K | Sell |
2,328
-347
| -13% | -$80.6K | 0.04% | 467 |
|
|
2021
Q2 | $615K | Sell |
2,675
-64
| -2% | -$14.7K | 0.04% | 435 |
|
|
2021
Q1 | $627K | Sell |
2,739
-160
| -6% | -$36.6K | 0.04% | 412 |
|
|
2020
Q4 | $611K | Sell |
2,899
-81
| -3% | -$17.1K | 0.05% | 387 |
|
|
2020
Q3 | $622K | Sell |
2,980
-62
| -2% | -$12.9K | 0.05% | 325 |
|
|
2020
Q2 | $599K | Sell |
3,042
-461
| -13% | -$90.8K | 0.06% | 322 |
|
|
2020
Q1 | $595K | Buy |
3,503
+692
| +25% | +$118K | 0.07% | 249 |
|
|
2019
Q4 | $574K | Buy |
2,811
+27
| +1% | +$5.51K | 0.06% | 317 |
|
|
2019
Q3 | $537K | Buy |
2,784
+157
| +6% | +$30.3K | 0.06% | 318 |
|
|
2019
Q2 | $503K | Buy |
2,627
+54
| +2% | +$10.3K | 0.06% | 310 |
|
|
2019
Q1 | $452K | Sell |
2,573
-74
| -3% | -$13K | 0.06% | 322 |
|
|
2018
Q4 | $402K | Buy |
2,647
+1,227
| +86% | +$186K | 0.06% | 331 |
|
|
2018
Q3 | $200K | Buy |
1,420
+42
| +3% | +$5.92K | 0.03% | 604 |
|
|
2018
Q2 | $209K | Buy |
+1,378
| New | +$209K | 0.04% | 533 |
|
|
2018
Q1 | – | Sell |
-1,407
| Closed | -$217K | – | 607 |
|
|
2017
Q4 | $217K | Buy |
+1,407
| New | +$217K | 0.04% | 512 |
|