Allworth Financial’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 | $164K | Buy |
535
+97
| +22% | +$29.8K | ﹤0.01% | 1261 |
|
|
2025
Q1 | $134K | Sell |
438
-12
| -3% | -$3.68K | ﹤0.01% | 1089 |
|
|
2024
Q4 | $144K | Buy |
450
+83
| +23% | +$26.6K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $108K | Sell |
367
-131
| -26% | -$38.6K | ﹤0.01% | 1049 |
|
|
2024
Q2 | $131K | Buy |
498
+73
| +17% | +$19.2K | ﹤0.01% | 966 |
|
|
2024
Q1 | $117K | Buy |
425
+119
| +39% | +$32.7K | ﹤0.01% | 960 |
|
|
2023
Q4 | $73.8K | Sell |
306
-11
| -3% | -$2.65K | ﹤0.01% | 1047 |
|
|
2023
Q3 | $66.2K | Buy |
317
+216
| +214% | +$45.1K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $23.8K | Hold |
101
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q1 | $23.5K | Buy |
101
+3
| +3% | +$697 | ﹤0.01% | 1368 |
|
|
2022
Q4 | $24K | Hold |
98
| – | – | ﹤0.01% | 1276 |
|
|
2022
Q3 | $20K | Buy |
98
+5
| +5% | +$1.02K | ﹤0.01% | 1299 |
|
|
2022
Q2 | $18K | Sell |
93
-26
| -22% | -$5.03K | ﹤0.01% | 1289 |
|
|
2022
Q1 | $28K | Buy |
119
+65
| +120% | +$15.3K | ﹤0.01% | 1118 |
|
|
2021
Q4 | $13K | Hold |
54
| – | – | ﹤0.01% | 1306 |
|
|
2021
Q3 | $13K | Buy |
+54
| New | +$13K | ﹤0.01% | 1203 |
|