CA
Clearstead Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
2,794
+202
| +8% | +$61.9K | 0.01% | 484 |
|
|
2025
Q1 | $876K | Buy |
2,592
+19
| +0.7% | +$6.42K | 0.01% | 444 |
|
|
2024
Q4 | $806K | Sell |
2,573
-6
| -0.2% | -$1.88K | 0.01% | 460 |
|
|
2024
Q3 | $760K | Buy |
2,579
+5
| +0.2% | +$1.47K | 0.01% | 478 |
|
|
2024
Q2 | $675K | Buy |
2,574
+2,263
| +728% | +$593K | 0.01% | 474 |
|
|
2024
Q1 | $78.9K | Buy |
311
+264
| +562% | +$67K | ﹤0.01% | 653 |
|
|
2023
Q4 | $11.3K | Buy |
+47
| New | +$11.3K | ﹤0.01% | 1032 |
|
|
2023
Q3 | – | Sell |
-2,341
| Closed | -$551K | – | 1571 |
|
|
2023
Q2 | $551K | Sell |
2,341
-12
| -0.5% | -$2.83K | 0.03% | 281 |
|
|
2023
Q1 | $547K | Buy |
2,353
+12
| +0.5% | +$2.79K | 0.04% | 245 |
|
|
2022
Q4 | $573K | Hold |
2,341
| – | – | 0.04% | 237 |
|
|
2022
Q3 | $470K | Hold |
2,341
| – | – | 0.04% | 233 |
|
|
2022
Q2 | $462K | Hold |
2,341
| – | – | 0.04% | 261 |
|
|
2022
Q1 | $553K | Buy |
+2,341
| New | +$553K | 0.04% | 254 |
|
|
2021
Q4 | – | Sell |
-112
| Closed | -$26K | – | 1442 |
|
|
2021
Q3 | $26K | Buy |
112
+105
| +1,500% | +$24.4K | ﹤0.01% | 735 |
|
|
2021
Q2 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 1099 |
|