Mayflower Financial 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 | $329K | Sell |
1,074
-2
| -0.2% | -$613 | 0.05% | 305 |
|
|
2025
Q1 | $364K | Sell |
1,076
-60
| -5% | -$20.3K | 0.06% | 271 |
|
|
2024
Q4 | $356K | Buy |
1,136
+13
| +1% | +$4.07K | 0.05% | 270 |
|
|
2024
Q3 | $331K | Sell |
1,123
-98
| -8% | -$28.9K | 0.05% | 275 |
|
|
2024
Q2 | $320K | Sell |
1,221
-13
| -1% | -$3.41K | 0.05% | 274 |
|
|
2024
Q1 | $339K | Buy |
1,234
+6
| +0.5% | +$1.65K | 0.06% | 263 |
|
|
2023
Q4 | $296K | Sell |
1,228
-29
| -2% | -$7K | 0.04% | 262 |
|
|
2023
Q3 | $263K | Sell |
1,257
-11
| -0.9% | -$2.3K | 0.04% | 268 |
|
|
2023
Q2 | $299K | Sell |
1,268
-60
| -5% | -$14.1K | 0.04% | 274 |
|
|
2023
Q1 | $309K | Buy |
1,328
+6
| +0.5% | +$1.39K | 0.04% | 260 |
|
|
2022
Q4 | $323K | Buy |
1,322
+4
| +0.3% | +$978 | 0.04% | 255 |
|
|
2022
Q3 | $265K | Hold |
1,318
| – | – | 0.04% | 268 |
|
|
2022
Q2 | $260K | Sell |
1,318
-96
| -7% | -$18.9K | 0.04% | 276 |
|
|
2022
Q1 | $334K | Sell |
1,414
-251
| -15% | -$59.3K | 0.05% | 251 |
|
|
2021
Q4 | $395K | Sell |
1,665
-35
| -2% | -$8.3K | 0.05% | 224 |
|
|
2021
Q3 | $422K | Buy |
1,700
+17
| +1% | +$4.22K | 0.06% | 212 |
|
|
2021
Q2 | $387K | Buy |
1,683
+20
| +1% | +$4.6K | 0.05% | 210 |
|
|
2021
Q1 | $381K | Hold |
1,663
| – | – | 0.06% | 196 |
|
|
2020
Q4 | $350K | Buy |
+1,663
| New | +$350K | 0.06% | 180 |
|