J.P. Morgan Private Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Sell |
1,141
-3,850
| -77% | -$805K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $1.18M | Sell |
4,991
-172
| -3% | -$40.5K | 0.01% | 719 |
|
|
2023
Q1 | $1.2M | Buy |
5,163
+165
| +3% | +$38.3K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $1.22M | Buy |
4,998
+470
| +10% | +$115K | ﹤0.01% | 1053 |
|
|
2022
Q3 | $910K | Buy |
4,528
+72
| +2% | +$14.5K | ﹤0.01% | 1186 |
|
|
2022
Q2 | $880K | Sell |
4,456
-150
| -3% | -$29.6K | ﹤0.01% | 1202 |
|
|
2022
Q1 | $1.09M | Buy |
+4,606
| New | +$1.09M | ﹤0.01% | 1185 |
|
|
2021
Q4 | – | Sell |
-1,386
| Closed | -$322K | – | 2048 |
|
|
2021
Q3 | $322K | Buy |
+1,386
| New | +$322K | ﹤0.01% | 1668 |
|
|
2020
Q2 | – | Sell |
-1,495
| Closed | -$254K | – | 1601 |
|
|
2020
Q1 | $254K | Buy |
1,495
+138
| +10% | +$23.4K | ﹤0.01% | 1194 |
|
|
2019
Q4 | $274K | Sell |
1,357
-26
| -2% | -$5.25K | ﹤0.01% | 1277 |
|
|
2019
Q3 | $267K | Sell |
1,383
-387
| -22% | -$74.7K | ﹤0.01% | 1232 |
|
|
2019
Q2 | $339K | Sell |
1,770
-2,307
| -57% | -$442K | ﹤0.01% | 1103 |
|
|
2019
Q1 | $716K | Sell |
4,077
-50,312
| -93% | -$8.84M | ﹤0.01% | 892 |
|
|
2018
Q4 | $8.26M | Buy |
54,389
+5,403
| +11% | +$820K | 0.05% | 286 |
|
|
2018
Q3 | $6.9M | Sell |
48,986
-53,013
| -52% | -$7.47M | 0.03% | 363 |
|
|
2018
Q2 | $15.5M | Buy |
101,999
+7,058
| +7% | +$1.07M | 0.09% | 217 |
|
|
2018
Q1 | $14.4M | Buy |
94,941
+35,583
| +60% | +$5.42M | 0.1% | 190 |
|
|
2017
Q4 | $8.95M | Buy |
59,358
+1,182
| +2% | +$178K | 0.06% | 254 |
|
|
2017
Q3 | $8.97M | Sell |
58,176
-6,800
| -10% | -$1.05M | 0.06% | 242 |
|
|
2017
Q2 | $9.45M | Sell |
64,976
-13,158
| -17% | -$1.91M | 0.07% | 226 |
|
|
2017
Q1 | $10.2M | Sell |
78,134
-2,014
| -3% | -$264K | 0.08% | 209 |
|
|
2016
Q4 | $9.8M | Buy |
80,148
+7,503
| +10% | +$917K | 0.09% | 199 |
|
|
2016
Q3 | $9.65M | Buy |
72,645
+5,718
| +9% | +$759K | 0.09% | 199 |
|
|
2016
Q2 | $8.32M | Buy |
66,927
+15,901
| +31% | +$1.98M | 0.08% | 205 |
|
|
2016
Q1 | $6.05M | Buy |
51,026
+33,509
| +191% | +$3.98M | 0.06% | 230 |
|
|
2015
Q4 | $2.25M | Sell |
17,517
-397
| -2% | -$51.1K | 0.02% | 347 |
|
|
2015
Q3 | $1.94M | Buy |
+17,914
| New | +$1.94M | 0.02% | 336 |
|
|
2015
Q2 | – | Sell |
-17,099
| Closed | -$2.18M | – | 1147 |
|
|
2015
Q1 | $2.18M | Sell |
17,099
-182
| -1% | -$23.2K | 0.02% | 362 |
|
|
2014
Q4 | $2.05M | Sell |
17,281
-248
| -1% | -$29.4K | 0.02% | 372 |
|
|
2014
Q3 | $1.92M | Buy |
17,529
+945
| +6% | +$104K | 0.02% | 379 |
|
|
2014
Q2 | $1.9M | Buy |
16,584
+369
| +2% | +$42.3K | 0.03% | 303 |
|
|
2014
Q1 | $1.9M | Buy |
16,215
+14,304
| +749% | +$1.67M | 0.03% | 292 |
|
|
2013
Q4 | $227K | Sell |
1,911
-177
| -8% | -$21K | ﹤0.01% | 586 |
|
|
2013
Q3 | $240K | Sell |
2,088
-467
| -18% | -$53.7K | 0.01% | 554 |
|
|
2013
Q2 | $276K | Buy |
+2,555
| New | +$276K | 0.01% | 509 |
|