JFS Wealth 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 | $16.2K | Hold |
53
| – | – | ﹤0.01% | 710 |
|
|
2025
Q1 | $17.9K | Hold |
53
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $16.6K | Hold |
53
| – | – | ﹤0.01% | 692 |
|
|
2024
Q3 | $15.6K | Buy |
53
+2
| +4% | +$589 | ﹤0.01% | 702 |
|
|
2024
Q2 | $13.4K | Sell |
51
-1
| -2% | -$262 | ﹤0.01% | 707 |
|
|
2024
Q1 | $14.3K | Sell |
52
-5
| -9% | -$1.38K | ﹤0.01% | 705 |
|
|
2023
Q4 | $13.7K | Buy |
57
+10
| +21% | +$2.41K | ﹤0.01% | 688 |
|
|
2023
Q3 | $9.82K | Sell |
47
-2
| -4% | -$418 | ﹤0.01% | 739 |
|
|
2023
Q2 | $11.5K | Sell |
49
-4
| -8% | -$942 | ﹤0.01% | 688 |
|
|
2023
Q1 | $12.3K | Sell |
53
-4
| -7% | -$930 | ﹤0.01% | 647 |
|
|
2022
Q4 | $13.9K | Buy |
57
+7
| +14% | +$1.71K | ﹤0.01% | 606 |
|
|
2022
Q3 | $10K | Buy |
50
+22
| +79% | +$4.4K | ﹤0.01% | 744 |
|
|
2022
Q2 | $6K | Sell |
28
-47
| -63% | -$10.1K | ﹤0.01% | 963 |
|
|
2022
Q1 | $18K | Buy |
75
+59
| +369% | +$14.2K | ﹤0.01% | 637 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 895 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$6K | – | 630 |
|
|
2020
Q4 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 461 |
|
|
2017
Q4 | – | Sell |
-271
| Closed | -$42K | – | 559 |
|
|
2017
Q3 | $42K | Hold |
271
| – | – | 0.01% | 258 |
|
|
2017
Q2 | $39K | Sell |
271
-230
| -46% | -$33.1K | 0.01% | 245 |
|
|
2017
Q1 | $61K | Hold |
501
| – | – | 0.02% | 208 |
|
|
2016
Q4 | $61K | Sell |
501
-2
| -0.4% | -$244 | 0.02% | 208 |
|
|
2016
Q3 | $67K | Hold |
503
| – | – | 0.02% | 210 |
|
|
2016
Q2 | $63K | Sell |
503
-5
| -1% | -$626 | 0.02% | 238 |
|
|
2016
Q1 | $60K | Sell |
508
-2
| -0.4% | -$236 | 0.02% | 219 |
|
|
2015
Q4 | $66K | Hold |
510
| – | – | 0.02% | 222 |
|
|
2015
Q3 | $55K | Buy |
510
+57
| +13% | +$6.15K | 0.02% | 205 |
|
|
2015
Q2 | $56K | Buy |
453
+83
| +22% | +$10.3K | 0.03% | 175 |
|
|
2015
Q1 | $47K | Hold |
370
| – | – | 0.02% | 188 |
|
|
2014
Q4 | $44K | Hold |
370
| – | – | 0.01% | 197 |
|
|
2014
Q3 | $41K | Buy |
370
+321
| +655% | +$35.6K | 0.01% | 200 |
|
|
2014
Q2 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 365 |
|