Advisornet Financial’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.3K | Buy |
111
+3
| +3% | +$920 | ﹤0.01% | 1199 |
|
|
2025
Q4 | $35.5K | Hold |
108
| – | – | ﹤0.01% | 1169 |
|
|
2025
Q3 | $37.3K | Hold |
108
| – | – | ﹤0.01% | 1114 |
|
|
2025
Q2 | $33.1K | Sell |
108
-1
| -0.9% | -$310 | ﹤0.01% | 1127 |
|
|
2025
Q1 | $36.8K | Hold |
109
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q4 | $34.1K | Buy |
109
+1
| +0.9% | +$307 | ﹤0.01% | 990 |
|
|
2024
Q3 | $31.8K | Hold |
108
| – | – | ﹤0.01% | 1049 |
|
|
2024
Q2 | $28.3K | Buy |
108
+107
| +10,700% | +$27.6K | ﹤0.01% | 996 |
|
|
2024
Q1 | $275 | Hold |
1
| – | – | ﹤0.01% | 1937 |
|
|
2023
Q4 | $241 | Buy |
+1
| New | +$231 | ﹤0.01% | 2268 |
|
|
2023
Q3 | – | Sell |
-29
| Closed | -$6.83K | – | 2435 |
|
|
2023
Q2 | $6.83K | Sell |
29
-13
| -31% | -$3K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $9.76K | Sell |
42
-2
| -5% | -$483 | ﹤0.01% | 1307 |
|
|
2022
Q4 | $10.8K | Buy |
44
+15
| +52% | +$3.43K | ﹤0.01% | 1273 |
|
|
2022
Q3 | $6K | Buy |
29
+2
| +7% | +$413 | ﹤0.01% | 1494 |
|
|
2022
Q2 | $5K | Hold |
27
| – | – | ﹤0.01% | 1524 |
|
|
2022
Q1 | $6K | Hold |
27
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 1626 |
|
|
2021
Q3 | $6K | Hold |
27
| – | – | ﹤0.01% | 1595 |
|
|
2021
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q1 | $6K | Hold |
27
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 1424 |
|
|
2020
Q3 | $6K | Hold |
27
| – | – | ﹤0.01% | 1396 |
|
|
2020
Q2 | $5K | Sell |
27
-216
| -89% | -$41.4K | ﹤0.01% | 1471 |
|
|
2020
Q1 | $41K | Sell |
243
-264
| -52% | -$51.9K | ﹤0.01% | 862 |
|
|
2019
Q4 | $102K | Hold |
507
| – | – | 0.01% | 674 |
|
|
2019
Q3 | $98K | Buy |
507
+27
| +6% | +$5.27K | 0.01% | 681 |
|
|
2019
Q2 | $92K | Hold |
480
| – | – | 0.01% | 639 |
|
|
2019
Q1 | $84K | Hold |
480
| – | – | 0.01% | 597 |
|
|
2018
Q4 | $73K | Hold |
480
| – | – | 0.01% | 599 |
|
|
2018
Q3 | $68K | Sell |
480
-6
| -1% | -$907 | 0.01% | 644 |
|
|
2018
Q2 | $74K | Sell |
486
-88
| -15% | -$13.4K | 0.01% | 603 |
|
|
2018
Q1 | $87K | Sell |
574
-432
| -43% | -$67.8K | 0.01% | 567 |
|
|
2017
Q4 | $152K | Buy |
+1,006
| New | +$159K | 0.02% | 393 |
|
Other funds holding WTW
VCM
VPM
