Advisory Services Network’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 | $348K | Buy |
1,103
+302
| +38% | +$95.4K | 0.01% | 1335 |
|
|
2025
Q1 | $271K | Buy |
801
+5
| +0.6% | +$1.69K | 0.01% | 1363 |
|
|
2024
Q4 | $249K | Sell |
796
-828
| -51% | -$260K | ﹤0.01% | 1391 |
|
|
2024
Q3 | $426K | Hold |
1,624
| – | – | 0.01% | 1052 |
|
|
2024
Q2 | $426K | Buy |
1,624
+11
| +0.7% | +$2.88K | 0.01% | 1052 |
|
|
2024
Q1 | $444K | Sell |
1,613
-23
| -1% | -$6.32K | 0.01% | 1001 |
|
|
2023
Q4 | $395K | Buy |
1,636
+4
| +0.2% | +$965 | 0.01% | 998 |
|
|
2023
Q3 | $341K | Buy |
1,632
+13
| +0.8% | +$2.72K | 0.01% | 1090 |
|
|
2023
Q2 | $381K | Sell |
1,619
-378
| -19% | -$89K | 0.01% | 1033 |
|
|
2023
Q1 | $464K | Sell |
1,997
-204
| -9% | -$47.4K | 0.01% | 945 |
|
|
2022
Q4 | $538K | Sell |
2,201
-29
| -1% | -$7.09K | 0.02% | 825 |
|
|
2022
Q3 | $449K | Sell |
2,230
-76
| -3% | -$15.3K | 0.02% | 859 |
|
|
2022
Q2 | $456K | Buy |
2,306
+4
| +0.2% | +$791 | 0.02% | 873 |
|
|
2022
Q1 | $544K | Buy |
2,302
+133
| +6% | +$31.4K | 0.02% | 875 |
|
|
2021
Q4 | $515K | Buy |
2,169
+140
| +7% | +$33.2K | 0.01% | 876 |
|
|
2021
Q3 | $472K | Sell |
2,029
-222
| -10% | -$51.6K | 0.02% | 903 |
|
|
2021
Q2 | $518K | Buy |
2,251
+572
| +34% | +$132K | 0.02% | 864 |
|
|
2021
Q1 | $384K | Buy |
1,679
+2
| +0.1% | +$457 | 0.01% | 927 |
|
|
2020
Q4 | $353K | Sell |
1,677
-367
| -18% | -$77.3K | 0.01% | 872 |
|
|
2020
Q3 | $427K | Sell |
2,044
-52
| -2% | -$10.9K | 0.02% | 688 |
|
|
2020
Q2 | $413K | Buy |
2,096
+196
| +10% | +$38.6K | 0.02% | 670 |
|
|
2020
Q1 | $322K | Buy |
1,900
+574
| +43% | +$97.3K | 0.02% | 650 |
|
|
2019
Q4 | $267K | Buy |
1,326
+66
| +5% | +$13.3K | 0.01% | 818 |
|
|
2019
Q3 | $241K | Hold |
1,260
| – | – | 0.01% | 772 |
|
|
2019
Q2 | $241K | Buy |
1,260
+50
| +4% | +$9.56K | 0.01% | 770 |
|
|
2019
Q1 | $213K | Hold |
1,210
| – | – | 0.02% | 766 |
|
|
2018
Q4 | $184K | Sell |
1,210
-78
| -6% | -$11.9K | 0.02% | 721 |
|
|
2018
Q3 | $181K | Sell |
1,288
-128
| -9% | -$18K | 0.01% | 790 |
|
|
2018
Q2 | $230K | Sell |
1,416
-42
| -3% | -$6.82K | 0.02% | 714 |
|
|
2018
Q1 | $222K | Buy |
1,458
+979
| +204% | +$149K | 0.02% | 742 |
|
|
2017
Q4 | $72K | Buy |
479
+306
| +177% | +$46K | 0.01% | 1109 |
|
|
2017
Q3 | $27K | Hold |
173
| – | – | ﹤0.01% | 1313 |
|
|
2017
Q2 | $25K | Buy |
173
+88
| +104% | +$12.7K | ﹤0.01% | 1281 |
|
|
2017
Q1 | $11K | Buy |
+85
| New | +$11K | ﹤0.01% | 1444 |
|