Kestra Advisory Services’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 | $872K | Sell |
2,846
-11
| -0.4% | -$3.37K | ﹤0.01% | 1572 |
|
|
2025
Q1 | $966K | Buy |
2,857
+749
| +36% | +$253K | ﹤0.01% | 1410 |
|
|
2024
Q4 | $660K | Buy |
2,108
+100
| +5% | +$31.3K | ﹤0.01% | 1670 |
|
|
2024
Q3 | $591K | Buy |
2,008
+105
| +6% | +$30.9K | ﹤0.01% | 1658 |
|
|
2024
Q2 | $499K | Buy |
1,903
+117
| +7% | +$30.7K | ﹤0.01% | 1774 |
|
|
2024
Q1 | $491K | Sell |
1,786
-307
| -15% | -$84.4K | ﹤0.01% | 1677 |
|
|
2023
Q4 | $505K | Buy |
2,093
+350
| +20% | +$84.4K | ﹤0.01% | 1527 |
|
|
2023
Q3 | $364K | Buy |
1,743
+60
| +4% | +$12.5K | ﹤0.01% | 1548 |
|
|
2023
Q2 | $396K | Buy |
1,683
+47
| +3% | +$11.1K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $380K | Sell |
1,636
-829
| -34% | -$193K | ﹤0.01% | 1429 |
|
|
2022
Q4 | $603K | Buy |
2,465
+153
| +7% | +$37.4K | 0.01% | 1289 |
|
|
2022
Q3 | $465K | Sell |
2,312
-722
| -24% | -$145K | 0.01% | 1356 |
|
|
2022
Q2 | $599K | Buy |
3,034
+788
| +35% | +$156K | 0.01% | 1218 |
|
|
2022
Q1 | $531K | Sell |
2,246
-397
| -15% | -$93.9K | 0.01% | 1257 |
|
|
2021
Q4 | $628K | Buy |
2,643
+850
| +47% | +$202K | 0.01% | 1196 |
|
|
2021
Q3 | $417K | Buy |
+1,793
| New | +$417K | ﹤0.01% | 1486 |
|