Kestra Private Wealth 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 | $349K | Sell |
1,138
-17
| -1% | -$5.21K | 0.01% | 1198 |
|
|
2025
Q1 | $390K | Sell |
1,155
-217
| -16% | -$73.3K | 0.01% | 1078 |
|
|
2024
Q4 | $430K | Buy |
1,372
+18
| +1% | +$5.64K | 0.01% | 993 |
|
|
2024
Q3 | $399K | Sell |
1,354
-76
| -5% | -$22.4K | 0.01% | 973 |
|
|
2024
Q2 | $375K | Buy |
1,430
+24
| +2% | +$6.29K | 0.01% | 951 |
|
|
2024
Q1 | $387K | Buy |
1,406
+180
| +15% | +$49.5K | 0.01% | 908 |
|
|
2023
Q4 | $296K | Buy |
1,226
+22
| +2% | +$5.31K | 0.01% | 956 |
|
|
2023
Q3 | $252K | Buy |
1,204
+37
| +3% | +$7.73K | 0.01% | 947 |
|
|
2023
Q2 | $275K | Sell |
1,167
-19
| -2% | -$4.48K | 0.01% | 847 |
|
|
2023
Q1 | $276K | Buy |
1,186
+115
| +11% | +$26.7K | 0.01% | 820 |
|
|
2022
Q4 | $262K | Sell |
1,071
-382
| -26% | -$93.5K | 0.01% | 709 |
|
|
2022
Q3 | $292K | Buy |
+1,453
| New | +$292K | 0.02% | 669 |
|