TCI Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

TCI Wealth Advisors’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-23	Closed	-$5.34K	–	2269
2023 Q1	$5.34K	Hold	23	–	–	﹤0.01%	1481
2022 Q4	$5.63K	Hold	23	–	–	﹤0.01%	1442
2022 Q3	$5K	Buy	23 +6	+35%	+$1.24K	﹤0.01%	1534
2022 Q2	$3K	Sell	17 -40	-70%	-$8.57K	﹤0.01%	1918
2022 Q1	$14K	Buy	57 +1	+2%	+$229	﹤0.01%	902
2021 Q4	$13K	Buy	56 +5	+10%	+$1.18K	﹤0.01%	994
2021 Q3	$12K	Buy	51 +14	+38%	+$3.12K	﹤0.01%	1002
2021 Q2	$9K	Buy	37 +3	+9%	+$746	﹤0.01%	1070
2021 Q1	$8K	Buy	34 +24	+240%	+$5.23K	﹤0.01%	1014
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	1293
2020 Q3	$2K	Sell	10 -3	-23%	-$613	﹤0.01%	1205
2020 Q2	$3K	Sell	13 -49	-79%	-$9.38K	﹤0.01%	983
2020 Q1	$11K	Sell	62 -41	-40%	-$8.06K	0.01%	555
2019 Q4	$21K	Buy	103 +44	+75%	+$8.43K	0.01%	542
2019 Q3	$11K	Hold	59	–	–	﹤0.01%	634
2019 Q2	$11K	Hold	59	–	–	0.01%	611
2019 Q1	$10K	Sell	59 -16	-21%	-$2.65K	﹤0.01%	642
2018 Q4	$11K	Buy	75 +25	+50%	+$3.74K	0.01%	611
2018 Q3	$7K	Buy	50 +3	+6%	+$454	﹤0.01%	724
2018 Q2	$7K	Buy	47 +3	+7%	+$457	﹤0.01%	719
2018 Q1	$7K	Hold	44	–	–	﹤0.01%	690
2017 Q4	$7K	Hold	44	–	–	﹤0.01%	720
2017 Q3	$7K	Hold	44	–	–	﹤0.01%	677
2017 Q2	$6K	Hold	44	–	–	﹤0.01%	728
2017 Q1	$6K	Sell	44 -29	-40%	-$3.69K	﹤0.01%	694
2016 Q4	$9K	Hold	73	–	–	﹤0.01%	654
2016 Q3	$10K	Buy	73 +7	+11%	+$871	0.01%	588
2016 Q2	$8K	Buy	66 +6	+10%	+$740	﹤0.01%	629
2016 Q1	$7K	Hold	60	–	–	﹤0.01%	663
2015 Q4	$8K	Hold	60	–	–	﹤0.01%	639
2015 Q3	$7K	Buy	60 +3	+5%	+$356	﹤0.01%	581
2015 Q2	$7K	Hold	57	–	–	﹤0.01%	594
2015 Q1	$7K	Hold	57	–	–	﹤0.01%	523
2014 Q4	$7K	Buy	57 +4	+8%	+$447	﹤0.01%	513
2014 Q3	$6K	Buy	53 +3	+6%	+$333	﹤0.01%	542
2014 Q2	$6K	Buy	50 +11	+28%	+$1.24K	﹤0.01%	566
2014 Q1	$5K	Hold	39	–	–	﹤0.01%	569
2013 Q4	$5K	Hold	39	–	–	﹤0.01%	565
2013 Q3	$0	Buy	+39	New	+$4.4K	﹤0.01%	842