Aptus Capital Advisors’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 | $470K | Buy |
1,535
+882
| +135% | +$270K | ﹤0.01% | 681 |
|
|
2025
Q1 | $221K | Buy |
+653
| New | +$221K | ﹤0.01% | 855 |
|
|
2019
Q4 | – | Sell |
-12,852
| Closed | -$2.48M | – | 516 |
|
|
2019
Q3 | $2.48M | Sell |
12,852
-2,113
| -14% | -$408K | 0.14% | 72 |
|
|
2019
Q2 | $2.87M | Sell |
14,965
-1,101
| -7% | -$211K | 0.4% | 33 |
|
|
2019
Q1 | $2.82M | Buy |
+16,066
| New | +$2.82M | 0.48% | 34 |
|