Kestra Advisory Services’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $976K | Sell |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $660K | Buy |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $499K | Buy |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $531K | Sell |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $417K | Buy |
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