Steward Partners Investment Advisory’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $476K | Sell |
1,637
-312
| -16% | -$95.7K | ﹤0.01% | 1557 |
|
|
2025
Q4 | $640K | Sell |
1,949
-76
| -4% | -$24.9K | ﹤0.01% | 1281 |
|
|
2025
Q3 | $699K | Buy |
2,025
+22
| +1% | +$7.13K | ﹤0.01% | 1214 |
|
|
2025
Q2 | $614K | Buy |
2,003
+7
| +0.4% | +$2.17K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $675K | Buy |
1,996
+98
| +5% | +$31.9K | 0.01% | 1079 |
|
|
2024
Q4 | $595K | Buy |
1,898
+199
| +12% | +$61K | 0.01% | 1083 |
|
|
2024
Q3 | $500K | Buy |
1,699
+34
| +2% | +$9.51K | ﹤0.01% | 1107 |
|
|
2024
Q2 | $437K | Sell |
1,665
-102
| -6% | -$26.3K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $486K | Buy |
1,767
+138
| +8% | +$36.3K | 0.01% | 1065 |
|
|
2023
Q4 | $393K | Buy |
1,629
+16
| +1% | +$3.7K | 0.01% | 1106 |
|
|
2023
Q3 | $337K | Buy |
1,613
+17
| +1% | +$3.63K | 0.01% | 1079 |
|
|
2023
Q2 | $376K | Sell |
1,596
-29
| -2% | -$6.68K | 0.01% | 1043 |
|
|
2023
Q1 | $378K | Sell |
1,625
-683
| -30% | -$165K | 0.01% | 1024 |
|
|
2022
Q4 | $565K | Sell |
2,308
-617
| -21% | -$141K | 0.01% | 861 |
|
|
2022
Q3 | $588K | Sell |
2,925
-88
| -3% | -$18.2K | 0.01% | 801 |
|
|
2022
Q2 | $595K | Buy |
3,013
+231
| +8% | +$49.5K | 0.01% | 800 |
|
|
2022
Q1 | $657K | Sell |
2,782
-227
| -8% | -$52K | 0.01% | 823 |
|
|
2021
Q4 | $715K | Buy |
3,009
+921
| +44% | +$218K | 0.01% | 819 |
|
|
2021
Q3 | $485K | Buy |
2,088
+1,487
| +247% | +$331K | 0.01% | 920 |
|
|
2021
Q2 | $138K | Sell |
601
-68
| -10% | -$16.9K | ﹤0.01% | 1849 |
|
|
2021
Q1 | $153K | Buy |
669
+32
| +5% | +$6.97K | ﹤0.01% | 1416 |
|
|
2020
Q4 | $134K | Sell |
637
-16
| -2% | -$3.29K | ﹤0.01% | 1245 |
|
|
2020
Q3 | $136K | Sell |
653
-1,629
| -71% | -$333K | ﹤0.01% | 1095 |
|
|
2020
Q2 | $449K | Sell |
2,282
-332
| -13% | -$63.6K | 0.01% | 662 |
|
|
2020
Q1 | $444K | Buy |
2,614
+630
| +32% | +$124K | 0.02% | 588 |
|
|
2019
Q4 | $400K | Buy |
1,984
+203
| +11% | +$38.9K | 0.01% | 682 |
|
|
2019
Q3 | $343K | Sell |
1,781
-540
| -23% | -$105K | 0.01% | 688 |
|
|
2019
Q2 | $444K | Buy |
2,321
+954
| +70% | +$173K | 0.02% | 593 |
|
|
2019
Q1 | $240K | Buy |
+1,367
| New | +$227K | 0.01% | 693 |
|
|
2018
Q4 | – | Sell |
-540
| Closed | -$76K | – | 2183 |
|
|
2018
Q3 | $76K | Sell |
540
-55
| -9% | -$8.31K | ﹤0.01% | 1028 |
|
|
2018
Q2 | $90K | Buy |
595
+340
| +133% | +$51.8K | 0.01% | 886 |
|
|
2018
Q1 | $38K | Buy |
+255
| New | +$40K | ﹤0.01% | 1103 |
|
Other funds holding WTW
VCM
VPM
