Cetera Investment Advisers’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 | $2.98M | Buy |
9,730
+2,989
| +44% | +$916K | 0.01% | 1552 |
|
2025
Q1 | $2.28M | Sell |
6,741
-3,766
| -36% | -$1.27M | ﹤0.01% | 1656 |
|
2024
Q4 | $3.29M | Buy |
10,507
+1,961
| +23% | +$614K | 0.01% | 1298 |
|
2024
Q3 | $2.52M | Buy |
8,546
+855
| +11% | +$252K | 0.01% | 1453 |
|
2024
Q2 | $2.02M | Buy |
7,691
+600
| +8% | +$157K | ﹤0.01% | 1566 |
|
2024
Q1 | $1.95M | Buy |
+7,091
| New | +$1.95M | ﹤0.01% | 1562 |
|
2023
Q3 | – | Sell |
-1,622
| Closed | -$382K | – | 2289 |
|
2023
Q2 | $382K | Sell |
1,622
-299
| -16% | -$70.4K | ﹤0.01% | 1597 |
|
2023
Q1 | $446K | Sell |
1,921
-813
| -30% | -$189K | ﹤0.01% | 1492 |
|
2022
Q4 | $669K | Buy |
2,734
+1,175
| +75% | +$287K | 0.01% | 1208 |
|
2022
Q3 | $313K | Sell |
1,559
-20
| -1% | -$4.02K | 0.01% | 1241 |
|
2022
Q2 | $312K | Sell |
1,579
-104
| -6% | -$20.6K | 0.01% | 1392 |
|
2022
Q1 | $398K | Sell |
1,683
-10
| -0.6% | -$2.37K | 0.01% | 1321 |
|
2021
Q4 | $402K | Buy |
1,693
+6
| +0.4% | +$1.43K | 0.01% | 1318 |
|
2021
Q3 | $392K | Buy |
+1,687
| New | +$392K | 0.01% | 1277 |
|