Stratos Wealth Partners’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 | $2.38M | Buy |
7,778
+827
| +12% | +$253K | 0.03% | 449 |
|
|
2025
Q1 | $2.35M | Sell |
6,951
-147
| -2% | -$49.7K | 0.04% | 406 |
|
|
2024
Q4 | $2.22M | Buy |
7,098
+1,288
| +22% | +$403K | 0.03% | 448 |
|
|
2024
Q3 | $1.71M | Sell |
5,810
-149
| -3% | -$43.9K | 0.02% | 501 |
|
|
2024
Q2 | $1.56M | Buy |
5,959
+563
| +10% | +$148K | 0.03% | 509 |
|
|
2024
Q1 | $1.48M | Buy |
5,396
+259
| +5% | +$71.2K | 0.02% | 527 |
|
|
2023
Q4 | $1.24M | Buy |
5,137
+14
| +0.3% | +$3.38K | 0.02% | 548 |
|
|
2023
Q3 | $1.07M | Buy |
5,123
+681
| +15% | +$142K | 0.02% | 551 |
|
|
2023
Q2 | $1.05M | Sell |
4,442
-14
| -0.3% | -$3.3K | 0.02% | 516 |
|
|
2023
Q1 | $1.04M | Sell |
4,456
-175
| -4% | -$40.7K | 0.03% | 472 |
|
|
2022
Q4 | $1.13M | Sell |
4,631
-47
| -1% | -$11.5K | 0.03% | 477 |
|
|
2022
Q3 | $940K | Buy |
4,678
+251
| +6% | +$50.4K | 0.03% | 501 |
|
|
2022
Q2 | $874K | Buy |
4,427
+26
| +0.6% | +$5.13K | 0.02% | 548 |
|
|
2022
Q1 | $1.04M | Sell |
4,401
-5
| -0.1% | -$1.18K | 0.02% | 537 |
|
|
2021
Q4 | $1.05M | Buy |
4,406
+7
| +0.2% | +$1.66K | 0.02% | 548 |
|
|
2021
Q3 | $1.02M | Buy |
4,399
+6
| +0.1% | +$1.4K | 0.03% | 519 |
|
|
2021
Q2 | $1.01M | Hold |
4,393
| – | – | 0.03% | 543 |
|
|
2021
Q1 | $1.01M | Buy |
4,393
+8
| +0.2% | +$1.83K | 0.03% | 495 |
|
|
2020
Q4 | $924K | Hold |
4,385
| – | – | 0.03% | 469 |
|
|
2020
Q3 | $916K | Hold |
4,385
| – | – | 0.03% | 422 |
|
|
2020
Q2 | $864K | Hold |
4,385
| – | – | 0.03% | 411 |
|
|
2020
Q1 | $745K | Buy |
4,385
+15
| +0.3% | +$2.55K | 0.03% | 395 |
|
|
2019
Q4 | $882K | Hold |
4,370
| – | – | 0.03% | 422 |
|
|
2019
Q3 | $843K | Buy |
+4,370
| New | +$843K | 0.04% | 413 |
|