Creative Planning’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 | $3.8M | Buy |
12,402
+94
| +0.8% | +$28.8K | ﹤0.01% | 897 |
|
|
2025
Q1 | $4.16M | Sell |
12,308
-220
| -2% | -$74.3K | ﹤0.01% | 783 |
|
|
2024
Q4 | $3.92M | Sell |
12,528
-946
| -7% | -$296K | ﹤0.01% | 761 |
|
|
2024
Q3 | $3.97M | Buy |
13,474
+327
| +2% | +$96.3K | ﹤0.01% | 732 |
|
|
2024
Q2 | $3.45M | Buy |
13,147
+43
| +0.3% | +$11.3K | ﹤0.01% | 760 |
|
|
2024
Q1 | $3.6M | Sell |
13,104
-1,119
| -8% | -$308K | ﹤0.01% | 723 |
|
|
2023
Q4 | $3.43M | Sell |
14,223
-562
| -4% | -$136K | 0.01% | 686 |
|
|
2023
Q3 | $3.09M | Buy |
14,785
+86
| +0.6% | +$18K | ﹤0.01% | 680 |
|
|
2023
Q2 | $3.46M | Buy |
14,699
+190
| +1% | +$44.7K | ﹤0.01% | 625 |
|
|
2023
Q1 | $3.37M | Sell |
14,509
-199
| -1% | -$46.2K | ﹤0.01% | 606 |
|
|
2022
Q4 | $3.6M | Buy |
14,708
+215
| +1% | +$52.6K | 0.01% | 564 |
|
|
2022
Q3 | $2.91M | Sell |
14,493
-2,455
| -14% | -$493K | 0.01% | 570 |
|
|
2022
Q2 | $3.35M | Buy |
16,948
+213
| +1% | +$42K | 0.01% | 560 |
|
|
2022
Q1 | $3.95M | Buy |
16,735
+232
| +1% | +$54.8K | 0.01% | 512 |
|
|
2021
Q4 | $3.92M | Sell |
16,503
-1,319
| -7% | -$313K | 0.01% | 483 |
|
|
2021
Q3 | $4.14M | Sell |
17,822
-702
| -4% | -$163K | 0.01% | 459 |
|
|
2021
Q2 | $4.26M | Sell |
18,524
-320
| -2% | -$73.6K | 0.01% | 451 |
|
|
2021
Q1 | $4.31M | Buy |
18,844
+30
| +0.2% | +$6.87K | 0.01% | 446 |
|
|
2020
Q4 | $3.96M | Sell |
18,814
-1,378
| -7% | -$290K | 0.01% | 421 |
|
|
2020
Q3 | $4.22M | Buy |
20,192
+192
| +1% | +$40.1K | 0.01% | 334 |
|
|
2020
Q2 | $3.94M | Sell |
20,000
-695
| -3% | -$137K | 0.01% | 321 |
|
|
2020
Q1 | $3.52M | Sell |
20,695
-308
| -1% | -$52.3K | 0.01% | 300 |
|
|
2019
Q4 | $4.24M | Sell |
21,003
-979
| -4% | -$198K | 0.01% | 327 |
|
|
2019
Q3 | $4.24M | Sell |
21,982
-341
| -2% | -$65.8K | 0.01% | 311 |
|
|
2019
Q2 | $4.28M | Buy |
22,323
+64
| +0.3% | +$12.3K | 0.01% | 316 |
|
|
2019
Q1 | $3.91M | Sell |
22,259
-256
| -1% | -$45K | 0.01% | 315 |
|
|
2018
Q4 | $3.42M | Sell |
22,515
-109
| -0.5% | -$16.6K | 0.01% | 314 |
|
|
2018
Q3 | $3.19M | Buy |
22,624
+8
| +0% | +$1.13K | 0.01% | 367 |
|
|
2018
Q2 | $3.43M | Sell |
22,616
-4
| -0% | -$606 | 0.01% | 343 |
|
|
2018
Q1 | $3.44M | Sell |
22,620
-1,203
| -5% | -$183K | 0.01% | 327 |
|
|
2017
Q4 | $3.59M | Sell |
23,823
-6,506
| -21% | -$980K | 0.02% | 311 |
|
|
2017
Q3 | $4.68M | Buy |
30,329
+82
| +0.3% | +$12.6K | 0.02% | 253 |
|
|
2017
Q2 | $4.4M | Sell |
30,247
-236
| -0.8% | -$34.3K | 0.02% | 242 |
|
|
2017
Q1 | $3.99M | Sell |
30,483
-5,369
| -15% | -$703K | 0.02% | 254 |
|
|
2016
Q4 | $4.38M | Buy |
35,852
+29,615
| +475% | +$3.62M | 0.03% | 223 |
|
|
2016
Q3 | $828K | Sell |
6,237
-592
| -9% | -$78.6K | 0.01% | 668 |
|
|
2016
Q2 | $849K | Sell |
6,829
-82
| -1% | -$10.2K | 0.01% | 566 |
|
|
2016
Q1 | $820K | Buy |
+6,911
| New | +$820K | 0.01% | 561 |
|
|
2015
Q4 | – | Sell |
-284
| Closed | -$31K | – | 4438 |
|
|
2015
Q3 | $31K | Buy |
+284
| New | +$31K | ﹤0.01% | 2394 |
|
|
2015
Q2 | – | Sell |
-321
| Closed | -$41K | – | 2902 |
|
|
2015
Q1 | $41K | Buy |
321
+37
| +13% | +$4.73K | ﹤0.01% | 2155 |
|
|
2014
Q4 | $34K | Buy |
284
+37
| +15% | +$4.43K | ﹤0.01% | 2244 |
|
|
2014
Q3 | $27K | Hold |
247
| – | – | ﹤0.01% | 2311 |
|
|
2014
Q2 | $28K | Sell |
247
-26
| -10% | -$2.95K | ﹤0.01% | 2261 |
|
|
2014
Q1 | $32K | Sell |
273
-378
| -58% | -$44.3K | ﹤0.01% | 2087 |
|
|
2013
Q4 | $77K | Buy |
651
+65
| +11% | +$7.69K | ﹤0.01% | 1345 |
|
|
2013
Q3 | $67K | Hold |
586
| – | – | ﹤0.01% | 1349 |
|
|
2013
Q2 | $63K | Buy |
+586
| New | +$63K | ﹤0.01% | 1256 |
|