Janney Montgomery Scott’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 | $1.18M | Buy |
3,863
+1,322
| +52% | +$405K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $859K | Buy |
2,541
+54
| +2% | +$18.3K | ﹤0.01% | 1641 |
|
|
2024
Q4 | $779K | Buy |
2,487
+70
| +3% | +$21.9K | ﹤0.01% | 1719 |
|
|
2024
Q3 | $712K | Buy |
2,417
+298
| +14% | +$87.8K | ﹤0.01% | 1730 |
|
|
2024
Q2 | $555K | Buy |
2,119
+35
| +2% | +$9.17K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $573K | Sell |
2,084
-198
| -9% | -$54.4K | ﹤0.01% | 1894 |
|
|
2023
Q4 | $551K | Sell |
2,282
-1,909
| -46% | -$461K | ﹤0.01% | 1827 |
|
|
2023
Q3 | $876K | Sell |
4,191
-6,965
| -62% | -$1.46M | ﹤0.01% | 1413 |
|
|
2023
Q2 | $2.63M | Sell |
11,156
-1,939
| -15% | -$457K | 0.01% | 952 |
|
|
2023
Q1 | $3.04M | Buy |
13,095
+2,114
| +19% | +$491K | 0.01% | 808 |
|
|
2022
Q4 | $2.69M | Sell |
10,981
-1,006
| -8% | -$246K | 0.01% | 891 |
|
|
2022
Q3 | $2.41M | Buy |
11,987
+303
| +3% | +$60.9K | 0.01% | 892 |
|
|
2022
Q2 | $2.31M | Sell |
11,684
-155
| -1% | -$30.6K | 0.01% | 870 |
|
|
2022
Q1 | $2.8M | Sell |
11,839
-99
| -0.8% | -$23.4K | 0.01% | 783 |
|
|
2021
Q4 | $2.84M | Sell |
11,938
-1,579
| -12% | -$375K | 0.01% | 814 |
|
|
2021
Q3 | $3.14M | Buy |
13,517
+10,583
| +361% | +$2.46M | 0.01% | 762 |
|
|
2021
Q2 | $675K | Sell |
2,934
-28
| -0.9% | -$6.44K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $678K | Sell |
2,962
-344
| -10% | -$78.7K | ﹤0.01% | 1394 |
|
|
2020
Q4 | $697K | Sell |
3,306
-30
| -0.9% | -$6.33K | ﹤0.01% | 1374 |
|
|
2020
Q3 | $697K | Sell |
3,336
-53
| -2% | -$11.1K | ﹤0.01% | 1265 |
|
|
2020
Q2 | $668K | Sell |
3,389
-2,023
| -37% | -$399K | ﹤0.01% | 1230 |
|
|
2020
Q1 | $919K | Sell |
5,412
-381
| -7% | -$64.7K | 0.01% | 959 |
|
|
2019
Q4 | $1.17M | Sell |
5,793
-29
| -0.5% | -$5.86K | 0.01% | 1002 |
|
|
2019
Q3 | $1.12M | Buy |
5,822
+5
| +0.1% | +$965 | 0.01% | 979 |
|
|
2019
Q2 | $1.11M | Buy |
5,817
+327
| +6% | +$62.6K | 0.01% | 996 |
|
|
2019
Q1 | $964K | Sell |
5,490
-942
| -15% | -$165K | 0.01% | 1050 |
|
|
2018
Q4 | $977K | Buy |
6,432
+319
| +5% | +$48.5K | 0.01% | 947 |
|
|
2018
Q3 | $862K | Buy |
6,113
+123
| +2% | +$17.3K | 0.01% | 1120 |
|
|
2018
Q2 | $908K | Buy |
5,990
+915
| +18% | +$139K | 0.01% | 1031 |
|
|
2018
Q1 | $772K | Buy |
5,075
+549
| +12% | +$83.5K | 0.01% | 1085 |
|
|
2017
Q4 | $682K | Buy |
4,526
+33
| +0.7% | +$4.97K | 0.01% | 1144 |
|
|
2017
Q3 | $693K | Sell |
4,493
-468
| -9% | -$72.2K | 0.01% | 1099 |
|
|
2017
Q2 | $722K | Buy |
4,961
+886
| +22% | +$129K | 0.01% | 1024 |
|
|
2017
Q1 | $533K | Buy |
4,075
+1,260
| +45% | +$165K | 0.01% | 1128 |
|
|
2016
Q4 | $344K | Buy |
2,815
+427
| +18% | +$52.2K | 0.01% | 1250 |
|
|
2016
Q3 | $317K | Buy |
+2,388
| New | +$317K | 0.01% | 1167 |
|