IFP 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 | $226K | Buy |
734
+233
| +47% | +$71.8K | 0.01% | 1210 |
|
|
2025
Q1 | $171K | Buy |
501
+4
| +0.8% | +$1.37K | 0.01% | 1247 |
|
|
2024
Q4 | $158K | Sell |
497
-12
| -2% | -$3.8K | 0.01% | 1250 |
|
|
2024
Q3 | $150K | Hold |
509
| – | – | 0.01% | 1226 |
|
|
2024
Q2 | $133K | Buy |
509
+444
| +683% | +$116K | 0.01% | 1234 |
|
|
2024
Q1 | $17.9K | Buy |
65
+23
| +55% | +$6.33K | ﹤0.01% | 2022 |
|
|
2023
Q4 | $10.1K | Sell |
42
-221
| -84% | -$53.3K | ﹤0.01% | 2185 |
|
|
2023
Q3 | $55K | Buy |
263
+14
| +6% | +$2.93K | ﹤0.01% | 1512 |
|
|
2023
Q2 | $58.6K | Buy |
249
+6
| +2% | +$1.41K | ﹤0.01% | 1539 |
|
|
2023
Q1 | $36.9K | Sell |
243
-111
| -31% | -$16.8K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $57K | Sell |
354
-235
| -40% | -$37.8K | ﹤0.01% | 2149 |
|
|
2022
Q3 | $93K | Buy |
589
+177
| +43% | +$27.9K | ﹤0.01% | 1904 |
|
|
2022
Q2 | $66K | Hold |
412
| – | – | ﹤0.01% | 1973 |
|
|
2022
Q1 | $66K | Buy |
412
+88
| +27% | +$14.1K | ﹤0.01% | 1973 |
|
|
2021
Q4 | $78K | Hold |
324
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q3 | $76K | Sell |
324
-2
| -0.6% | -$469 | ﹤0.01% | 1371 |
|
|
2021
Q2 | $75K | Buy |
326
+2
| +0.6% | +$460 | ﹤0.01% | 1362 |
|
|
2021
Q1 | $75K | Sell |
324
-21
| -6% | -$4.86K | ﹤0.01% | 1296 |
|
|
2020
Q4 | $72K | Sell |
345
-5
| -1% | -$1.04K | ﹤0.01% | 1292 |
|
|
2020
Q3 | $74K | Buy |
350
+11
| +3% | +$2.33K | ﹤0.01% | 1131 |
|
|
2020
Q2 | $67K | Sell |
339
-18
| -5% | -$3.56K | 0.01% | 1082 |
|
|
2020
Q1 | $59K | Buy |
357
+311
| +676% | +$51.4K | 0.01% | 1042 |
|
|
2019
Q4 | $9K | Buy |
46
+1
| +2% | +$196 | ﹤0.01% | 1976 |
|
|
2019
Q3 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 2136 |
|
|
2019
Q1 | $9K | Buy |
54
+21
| +64% | +$3.5K | ﹤0.01% | 1675 |
|
|
2018
Q4 | $5K | Sell |
33
-16
| -33% | -$2.42K | ﹤0.01% | 2836 |
|
|
2018
Q3 | $7K | Sell |
49
-11
| -18% | -$1.57K | ﹤0.01% | 3040 |
|
|
2018
Q2 | $9K | Buy |
60
+27
| +82% | +$4.05K | ﹤0.01% | 2942 |
|
|
2018
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 3199 |
|
|
2017
Q4 | $5K | Sell |
33
-155
| -82% | -$23.5K | ﹤0.01% | 3196 |
|
|
2017
Q3 | $29K | Hold |
188
| – | – | ﹤0.01% | 2341 |
|
|
2017
Q2 | $27K | Hold |
188
| – | – | ﹤0.01% | 2384 |
|
|
2017
Q1 | $25K | Hold |
188
| – | – | ﹤0.01% | 2339 |
|
|
2016
Q4 | $23K | Hold |
188
| – | – | ﹤0.01% | 2346 |
|
|
2016
Q3 | $25K | Hold |
188
| – | – | ﹤0.01% | 2261 |
|
|
2016
Q2 | $23K | Buy |
188
+134
| +248% | +$16.4K | ﹤0.01% | 2259 |
|
|
2016
Q1 | $9K | Sell |
54
-6
| -10% | -$1K | ﹤0.01% | 1675 |
|
|
2015
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 2701 |
|