First Horizon Advisors’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 | $514K | Buy |
1,675
+73
| +5% | +$22.4K | 0.01% | 343 |
|
|
2025
Q1 | $541K | Buy |
1,602
+16
| +1% | +$5.41K | 0.02% | 321 |
|
|
2024
Q4 | $497K | Buy |
1,586
+4
| +0.3% | +$1.25K | 0.01% | 343 |
|
|
2024
Q3 | $466K | Buy |
1,582
+10
| +0.6% | +$2.95K | 0.01% | 358 |
|
|
2024
Q2 | $412K | Buy |
1,572
+1
| +0.1% | +$262 | 0.01% | 361 |
|
|
2024
Q1 | $432K | Buy |
1,571
+11
| +0.7% | +$3.03K | 0.01% | 353 |
|
|
2023
Q4 | $376K | Buy |
1,560
+12
| +0.8% | +$2.89K | 0.01% | 367 |
|
|
2023
Q3 | $323K | Buy |
1,548
+592
| +62% | +$124K | 0.01% | 381 |
|
|
2023
Q2 | $225K | Sell |
956
-53
| -5% | -$12.5K | 0.01% | 451 |
|
|
2023
Q1 | $234K | Sell |
1,009
-12
| -1% | -$2.79K | 0.01% | 440 |
|
|
2022
Q4 | $250K | Buy |
1,021
+3
| +0.3% | +$734 | 0.01% | 410 |
|
|
2022
Q3 | $204K | Buy |
1,018
+200
| +24% | +$40.1K | 0.01% | 437 |
|
|
2022
Q2 | $161K | Sell |
818
-16
| -2% | -$3.15K | 0.01% | 511 |
|
|
2022
Q1 | $197K | Buy |
834
+791
| +1,840% | +$187K | 0.01% | 393 |
|
|
2021
Q4 | $9K | Sell |
43
-65
| -60% | -$13.6K | ﹤0.01% | 1573 |
|
|
2021
Q3 | $25K | Buy |
108
+40
| +59% | +$9.26K | ﹤0.01% | 1199 |
|
|
2021
Q2 | $16K | Hold |
68
| – | – | ﹤0.01% | 1196 |
|
|
2021
Q1 | $16K | Hold |
68
| – | – | ﹤0.01% | 1155 |
|
|
2020
Q4 | $14K | Hold |
68
| – | – | ﹤0.01% | 985 |
|
|
2020
Q3 | $14K | Buy |
+68
| New | +$14K | ﹤0.01% | 939 |
|
|
2018
Q4 | – | Sell |
-85
| Closed | -$11K | – | 1588 |
|
|
2018
Q3 | $11K | Hold |
85
| – | – | ﹤0.01% | 1077 |
|
|
2018
Q2 | $12K | Buy |
+85
| New | +$12K | ﹤0.01% | 1065 |
|