LPL Financial’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 | $11M | Buy |
35,879
+12,018
| +50% | +$3.68M | ﹤0.01% | 1643 |
|
|
2025
Q1 | $8.06M | Sell |
23,861
-2,090
| -8% | -$706K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $8.13M | Buy |
25,951
+9,150
| +54% | +$2.87M | ﹤0.01% | 1688 |
|
|
2024
Q3 | $4.95M | Buy |
16,801
+1,450
| +9% | +$427K | ﹤0.01% | 1992 |
|
|
2024
Q2 | $4.02M | Buy |
15,351
+689
| +5% | +$181K | ﹤0.01% | 2019 |
|
|
2024
Q1 | $4.03M | Buy |
14,662
+1,978
| +16% | +$544K | ﹤0.01% | 1938 |
|
|
2023
Q4 | $3.06M | Sell |
12,684
-3,827
| -23% | -$923K | ﹤0.01% | 2054 |
|
|
2023
Q3 | $3.45M | Buy |
16,511
+370
| +2% | +$77.3K | ﹤0.01% | 1837 |
|
|
2023
Q2 | $3.8M | Buy |
16,141
+875
| +6% | +$206K | ﹤0.01% | 1746 |
|
|
2023
Q1 | $3.55M | Buy |
15,266
+1,012
| +7% | +$235K | ﹤0.01% | 1725 |
|
|
2022
Q4 | $3.49M | Buy |
14,254
+6,209
| +77% | +$1.52M | ﹤0.01% | 1673 |
|
|
2022
Q3 | $1.62M | Sell |
8,045
-634
| -7% | -$127K | ﹤0.01% | 2143 |
|
|
2022
Q2 | $1.71M | Sell |
8,679
-3,553
| -29% | -$701K | ﹤0.01% | 2142 |
|
|
2022
Q1 | $2.89M | Buy |
12,232
+413
| +3% | +$97.5K | ﹤0.01% | 1783 |
|
|
2021
Q4 | $2.81M | Buy |
11,819
+5,421
| +85% | +$1.29M | ﹤0.01% | 1836 |
|
|
2021
Q3 | $1.49M | Buy |
6,398
+550
| +9% | +$128K | ﹤0.01% | 2268 |
|
|
2021
Q2 | $1.35M | Buy |
5,848
+2,005
| +52% | +$461K | ﹤0.01% | 2316 |
|
|
2021
Q1 | $880K | Buy |
3,843
+402
| +12% | +$92.1K | ﹤0.01% | 2503 |
|
|
2020
Q4 | $725K | Buy |
3,441
+424
| +14% | +$89.3K | ﹤0.01% | 2434 |
|
|
2020
Q3 | $630K | Buy |
3,017
+299
| +11% | +$62.4K | ﹤0.01% | 2280 |
|
|
2020
Q2 | $535K | Buy |
2,718
+297
| +12% | +$58.5K | ﹤0.01% | 2313 |
|
|
2020
Q1 | $411K | Sell |
2,421
-1,022
| -30% | -$173K | ﹤0.01% | 2221 |
|
|
2019
Q4 | $695K | Buy |
3,443
+480
| +16% | +$96.9K | ﹤0.01% | 2103 |
|
|
2019
Q3 | $572K | Buy |
2,963
+106
| +4% | +$20.5K | ﹤0.01% | 2159 |
|
|
2019
Q2 | $547K | Sell |
2,857
-286
| -9% | -$54.8K | ﹤0.01% | 2210 |
|
|
2019
Q1 | $552K | Buy |
3,143
+810
| +35% | +$142K | ﹤0.01% | 2153 |
|
|
2018
Q4 | $354K | Buy |
2,333
+785
| +51% | +$119K | ﹤0.01% | 2324 |
|
|
2018
Q3 | $218K | Buy |
1,548
+91
| +6% | +$12.8K | ﹤0.01% | 2923 |
|
|
2018
Q2 | $221K | Sell |
1,457
-542
| -27% | -$82.2K | ﹤0.01% | 2894 |
|
|
2018
Q1 | $304K | Sell |
1,999
-465
| -19% | -$70.7K | ﹤0.01% | 2578 |
|
|
2017
Q4 | $371K | Buy |
2,464
+385
| +19% | +$58K | ﹤0.01% | 2294 |
|
|
2017
Q3 | $321K | Buy |
+2,079
| New | +$321K | ﹤0.01% | 2296 |
|
|
2016
Q4 | – | Sell |
-6,760
| Closed | -$889K | – | 2787 |
|
|
2016
Q3 | $889K | Buy |
+6,760
| New | +$889K | 0.01% | 1285 |
|
|
2015
Q2 | – | Sell |
-3,972
| Closed | -$509K | – | 2956 |
|
|
2015
Q1 | $509K | Buy |
+3,972
| New | +$509K | ﹤0.01% | 1836 |
|