Private Advisor Group’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 | $259K | Buy |
844
+23
| +3% | +$7.05K | ﹤0.01% | 2061 |
|
|
2025
Q1 | $277K | Sell |
821
-81
| -9% | -$27.4K | ﹤0.01% | 1919 |
|
|
2024
Q4 | $282K | Sell |
902
-297
| -25% | -$93K | ﹤0.01% | 1895 |
|
|
2024
Q3 | $353K | Sell |
1,199
-54
| -4% | -$15.9K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $329K | Sell |
1,253
-33
| -3% | -$8.65K | ﹤0.01% | 1818 |
|
|
2024
Q1 | $354K | Sell |
1,286
-75
| -6% | -$20.6K | ﹤0.01% | 1737 |
|
|
2023
Q4 | $328K | Buy |
1,361
+136
| +11% | +$32.8K | ﹤0.01% | 1724 |
|
|
2023
Q3 | $256K | Sell |
1,225
-1
| -0.1% | -$209 | ﹤0.01% | 1722 |
|
|
2023
Q2 | $289K | Sell |
1,226
-26
| -2% | -$6.12K | ﹤0.01% | 1653 |
|
|
2023
Q1 | $291K | Buy |
+1,252
| New | +$291K | ﹤0.01% | 1593 |
|
|
2022
Q4 | – | Sell |
-1,261
| Closed | -$253K | – | 1979 |
|
|
2022
Q3 | $253K | Sell |
1,261
-2,548
| -67% | -$511K | ﹤0.01% | 1566 |
|
|
2022
Q2 | $752K | Buy |
3,809
+413
| +12% | +$81.5K | 0.01% | 1207 |
|
|
2022
Q1 | $802K | Sell |
3,396
-103
| -3% | -$24.3K | 0.01% | 1200 |
|
|
2021
Q4 | $831K | Sell |
3,499
-1,835
| -34% | -$436K | 0.01% | 1209 |
|
|
2021
Q3 | $1.24M | Buy |
5,334
+1,976
| +59% | +$459K | 0.01% | 1106 |
|
|
2021
Q2 | $772K | Sell |
3,358
-31
| -0.9% | -$7.13K | 0.01% | 1191 |
|
|
2021
Q1 | $775K | Buy |
3,389
+100
| +3% | +$22.9K | 0.01% | 1116 |
|
|
2020
Q4 | $693K | Buy |
3,289
+41
| +1% | +$8.64K | 0.01% | 1060 |
|
|
2020
Q3 | $657K | Sell |
3,248
-2
| -0.1% | -$405 | 0.01% | 954 |
|
|
2020
Q2 | $640K | Buy |
3,250
+116
| +4% | +$22.8K | 0.01% | 922 |
|
|
2020
Q1 | $533K | Buy |
3,134
+229
| +8% | +$38.9K | 0.01% | 870 |
|
|
2019
Q4 | $587K | Buy |
2,905
+58
| +2% | +$11.7K | 0.01% | 976 |
|
|
2019
Q3 | $549K | Buy |
2,847
+1,537
| +117% | +$296K | 0.01% | 1018 |
|
|
2019
Q2 | $251K | Buy |
1,310
+93
| +8% | +$17.8K | ﹤0.01% | 1383 |
|
|
2019
Q1 | $214K | Buy |
+1,217
| New | +$214K | ﹤0.01% | 1365 |
|
|
2018
Q1 | – | Sell |
-1,474
| Closed | -$223K | – | 1391 |
|
|
2017
Q4 | $223K | Sell |
1,474
-317
| -18% | -$48K | 0.01% | 1021 |
|
|
2017
Q3 | $277K | Buy |
1,791
+93
| +5% | +$14.4K | 0.01% | 1188 |
|
|
2017
Q2 | $248K | Buy |
+1,698
| New | +$248K | 0.01% | 1164 |
|
|
2017
Q1 | – | Sell |
-1,589
| Closed | -$200K | – | 1463 |
|
|
2016
Q4 | $200K | Buy |
+1,589
| New | +$200K | 0.01% | 1156 |
|