Dynamic Advisor Solutions’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
2,028
+10
| +0.5% | +$3.07K | 0.02% | 557 |
|
|
2025
Q1 | $682K | Buy |
2,018
+35
| +2% | +$11.8K | 0.02% | 509 |
|
|
2024
Q4 | $621K | Buy |
1,983
+51
| +3% | +$16K | 0.03% | 395 |
|
|
2024
Q3 | $569K | Buy |
1,932
+86
| +5% | +$25.3K | 0.02% | 588 |
|
|
2024
Q2 | $484K | Buy |
1,846
+25
| +1% | +$6.55K | 0.02% | 634 |
|
|
2024
Q1 | $501K | Buy |
1,821
+100
| +6% | +$27.5K | 0.02% | 607 |
|
|
2023
Q4 | $411K | Buy |
1,721
+60
| +4% | +$14.3K | 0.02% | 624 |
|
|
2023
Q3 | $347K | Sell |
1,661
-192
| -10% | -$40.1K | 0.02% | 614 |
|
|
2023
Q2 | $436K | Buy |
1,853
+1
| +0.1% | +$236 | 0.02% | 528 |
|
|
2023
Q1 | $430K | Buy |
1,852
+61
| +3% | +$14.2K | 0.03% | 505 |
|
|
2022
Q4 | $438K | Buy |
1,791
+100
| +6% | +$24.5K | 0.03% | 476 |
|
|
2022
Q3 | $340K | Buy |
1,691
+47
| +3% | +$9.45K | 0.03% | 490 |
|
|
2022
Q2 | $325K | Buy |
1,644
+115
| +8% | +$22.7K | 0.03% | 503 |
|
|
2022
Q1 | $361K | Buy |
1,529
+36
| +2% | +$8.5K | 0.03% | 510 |
|
|
2021
Q4 | $355K | Buy |
1,493
+71
| +5% | +$16.9K | 0.03% | 518 |
|
|
2021
Q3 | $330K | Buy |
+1,422
| New | +$330K | 0.02% | 551 |
|
|
2021
Q2 | – | Sell |
-1,327
| Closed | -$304K | – | 760 |
|
|
2021
Q1 | $304K | Sell |
1,327
-5
| -0.4% | -$1.15K | 0.03% | 494 |
|
|
2020
Q4 | $281K | Buy |
1,332
+63
| +5% | +$13.3K | 0.03% | 507 |
|
|
2020
Q3 | $265K | Buy |
1,269
+54
| +4% | +$11.3K | 0.03% | 466 |
|
|
2020
Q2 | $239K | Buy |
1,215
+16
| +1% | +$3.15K | 0.03% | 429 |
|
|
2020
Q1 | $204K | Buy |
1,199
+154
| +15% | +$26.2K | 0.04% | 404 |
|
|
2019
Q4 | $211K | Buy |
+1,045
| New | +$211K | 0.03% | 489 |
|