Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.58M | Sell |
8,758
-58
| -0.7% | -$17.1K | ﹤0.01% | 1594 |
|
|
2024
Q2 | $2.31M | Sell |
8,816
-21
| -0.2% | -$5.51K | ﹤0.01% | 1575 |
|
|
2024
Q1 | $2.43M | Buy |
8,837
+93
| +1% | +$25.6K | ﹤0.01% | 1547 |
|
|
2023
Q4 | $2.11M | Sell |
8,744
-333
| -4% | -$80.3K | ﹤0.01% | 1536 |
|
|
2023
Q3 | $1.9M | Sell |
9,077
-3,980
| -30% | -$832K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $3.07M | Sell |
13,057
-1,249
| -9% | -$294K | 0.01% | 1278 |
|
|
2023
Q1 | $3.32M | Sell |
14,306
-3,281
| -19% | -$762K | 0.01% | 1202 |
|
|
2022
Q4 | $4.3M | Sell |
17,587
-1,101
| -6% | -$269K | 0.01% | 1043 |
|
|
2022
Q3 | $3.76M | Sell |
18,688
-2,741
| -13% | -$551K | 0.01% | 1071 |
|
|
2022
Q2 | $4.23M | Buy |
21,429
+2,528
| +13% | +$499K | 0.01% | 1001 |
|
|
2022
Q1 | $4.47M | Sell |
18,901
-186
| -1% | -$44K | 0.01% | 1065 |
|
|
2021
Q4 | $4.54M | Sell |
19,087
-549
| -3% | -$130K | 0.01% | 1057 |
|
|
2021
Q3 | $4.57M | Buy |
19,636
+11,352
| +137% | +$2.64M | 0.01% | 1029 |
|
|
2021
Q2 | $1.91M | Sell |
8,284
-115
| -1% | -$26.5K | ﹤0.01% | 1495 |
|
|
2021
Q1 | $1.92M | Buy |
8,399
+2,004
| +31% | +$459K | ﹤0.01% | 1428 |
|
|
2020
Q4 | $1.35M | Sell |
6,395
-3,467
| -35% | -$731K | ﹤0.01% | 1524 |
|
|
2020
Q3 | $2.06M | Sell |
9,862
-2,110
| -18% | -$441K | 0.01% | 1156 |
|
|
2020
Q2 | $2.36M | Sell |
11,972
-2,255
| -16% | -$444K | 0.01% | 1035 |
|
|
2020
Q1 | $2.42M | Sell |
14,227
-3,457
| -20% | -$587K | 0.01% | 805 |
|
|
2019
Q4 | $3.57M | Sell |
17,684
-587
| -3% | -$119K | 0.01% | 862 |
|
|
2019
Q3 | $3.53M | Sell |
18,271
-5,149
| -22% | -$994K | 0.01% | 831 |
|
|
2019
Q2 | $4.49M | Sell |
23,420
-2,153
| -8% | -$412K | 0.02% | 721 |
|
|
2019
Q1 | $4.49M | Buy |
25,573
+205
| +0.8% | +$36K | 0.02% | 695 |
|
|
2018
Q4 | $3.85M | Buy |
25,368
+1,389
| +6% | +$211K | 0.02% | 628 |
|
|
2018
Q3 | $3.38M | Buy |
23,979
+3,162
| +15% | +$446K | 0.02% | 805 |
|
|
2018
Q2 | $3.16M | Sell |
20,817
-4,245
| -17% | -$644K | 0.02% | 797 |
|
|
2018
Q1 | $3.82M | Sell |
25,062
-15,998
| -39% | -$2.44M | 0.02% | 659 |
|
|
2017
Q4 | $6.19M | Sell |
41,060
-77,759
| -65% | -$11.7M | 0.04% | 462 |
|
|
2017
Q3 | $18.3M | Sell |
118,819
-10,532
| -8% | -$1.62M | 0.12% | 199 |
|
|
2017
Q2 | $18.8M | Sell |
129,351
-1,335
| -1% | -$194K | 0.13% | 184 |
|
|
2017
Q1 | $17.1M | Buy |
130,686
+25,971
| +25% | +$3.4M | 0.13% | 184 |
|
|
2016
Q4 | $12.8M | Buy |
+104,715
| New | +$12.8M | 0.11% | 229 |
|
|
2016
Q3 | – | Sell |
-2,313
| Closed | -$288K | – | 2342 |
|
|
2016
Q2 | $288K | Buy |
+2,313
| New | +$288K | ﹤0.01% | 1741 |
|