Carson Wealth (CWM LLC)’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
5,139
+1,949
| +61% | +$597K | 0.01% | 1037 |
|
|
2025
Q1 | $1.08M | Buy |
3,190
+94
| +3% | +$31.8K | ﹤0.01% | 1083 |
|
|
2024
Q4 | $970K | Buy |
3,096
+149
| +5% | +$46.7K | ﹤0.01% | 1099 |
|
|
2024
Q3 | $868K | Buy |
2,947
+618
| +27% | +$182K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $611K | Buy |
2,329
+27
| +1% | +$7.08K | ﹤0.01% | 1112 |
|
|
2024
Q1 | $633K | Buy |
2,302
+252
| +12% | +$69.3K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $494K | Sell |
2,050
-199
| -9% | -$48K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $470K | Buy |
2,249
+292
| +15% | +$61K | ﹤0.01% | 996 |
|
|
2023
Q2 | $461K | Buy |
1,957
+16
| +0.8% | +$3.77K | ﹤0.01% | 965 |
|
|
2023
Q1 | $451K | Sell |
1,941
-146
| -7% | -$33.9K | ﹤0.01% | 915 |
|
|
2022
Q4 | $510K | Buy |
2,087
+380
| +22% | +$92.9K | ﹤0.01% | 807 |
|
|
2022
Q3 | $343K | Buy |
1,707
+302
| +21% | +$60.7K | ﹤0.01% | 859 |
|
|
2022
Q2 | $277K | Sell |
1,405
-15
| -1% | -$2.96K | ﹤0.01% | 916 |
|
|
2022
Q1 | $335K | Buy |
1,420
+295
| +26% | +$69.6K | ﹤0.01% | 846 |
|
|
2021
Q4 | $267K | Buy |
+1,125
| New | +$267K | ﹤0.01% | 913 |
|
|
2021
Q2 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2021
Q1 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2020
Q4 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2020
Q3 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2020
Q2 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2020
Q1 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2019
Q4 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2019
Q3 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2019
Q2 | $221K | Hold |
959
| – | – | ﹤0.01% | 871 |
|
|
2019
Q1 | $221K | Buy |
959
+911
| +1,898% | +$210K | ﹤0.01% | 871 |
|
|
2018
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 1455 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 2011 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1617 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q4 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 1409 |
|
|
2017
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1428 |
|
|
2017
Q1 | – | Sell |
-24
| Closed | -$3K | – | 1334 |
|
|
2016
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 943 |
|