TWA
TCI Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23
| Closed | -$5.35K | – | 2269 |
|
|
2023
Q1 | $5.35K | Hold |
23
| – | – | ﹤0.01% | 1481 |
|
|
2022
Q4 | $5.63K | Hold |
23
| – | – | ﹤0.01% | 1442 |
|
|
2022
Q3 | $5K | Buy |
23
+6
| +35% | +$1.3K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $3K | Sell |
17
-40
| -70% | -$7.06K | ﹤0.01% | 1917 |
|
|
2022
Q1 | $14K | Buy |
57
+1
| +2% | +$246 | ﹤0.01% | 902 |
|
|
2021
Q4 | $13K | Buy |
56
+5
| +10% | +$1.16K | ﹤0.01% | 994 |
|
|
2021
Q3 | $12K | Buy |
51
+14
| +38% | +$3.29K | ﹤0.01% | 987 |
|
|
2021
Q2 | $9K | Buy |
37
+3
| +9% | +$730 | ﹤0.01% | 1052 |
|
|
2021
Q1 | $8K | Buy |
34
+24
| +240% | +$5.65K | ﹤0.01% | 996 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q3 | $2K | Sell |
10
-3
| -23% | -$600 | ﹤0.01% | 1188 |
|
|
2020
Q2 | $3K | Sell |
13
-49
| -79% | -$11.3K | ﹤0.01% | 971 |
|
|
2020
Q1 | $11K | Sell |
62
-41
| -40% | -$7.27K | 0.01% | 545 |
|
|
2019
Q4 | $21K | Buy |
103
+44
| +75% | +$8.97K | 0.01% | 538 |
|
|
2019
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 630 |
|
|
2019
Q2 | $11K | Hold |
59
| – | – | 0.01% | 607 |
|
|
2019
Q1 | $10K | Sell |
59
-16
| -21% | -$2.71K | ﹤0.01% | 636 |
|
|
2018
Q4 | $11K | Buy |
75
+25
| +50% | +$3.67K | 0.01% | 603 |
|
|
2018
Q3 | $7K | Buy |
50
+3
| +6% | +$420 | ﹤0.01% | 714 |
|
|
2018
Q2 | $7K | Buy |
47
+3
| +7% | +$447 | ﹤0.01% | 719 |
|
|
2018
Q1 | $7K | Hold |
44
| – | – | ﹤0.01% | 687 |
|
|
2017
Q4 | $7K | Hold |
44
| – | – | ﹤0.01% | 720 |
|
|
2017
Q3 | $7K | Hold |
44
| – | – | ﹤0.01% | 676 |
|
|
2017
Q2 | $6K | Hold |
44
| – | – | ﹤0.01% | 728 |
|
|
2017
Q1 | $6K | Sell |
44
-29
| -40% | -$3.96K | ﹤0.01% | 694 |
|
|
2016
Q4 | $9K | Hold |
73
| – | – | ﹤0.01% | 654 |
|
|
2016
Q3 | $10K | Buy |
73
+7
| +11% | +$959 | 0.01% | 588 |
|
|
2016
Q2 | $8K | Buy |
66
+6
| +10% | +$727 | ﹤0.01% | 629 |
|
|
2016
Q1 | $7K | Sell |
60
-99
| -62% | -$11.6K | ﹤0.01% | 663 |
|
|
2015
Q4 | $8K | Hold |
159
| – | – | ﹤0.01% | 639 |
|
|
2015
Q3 | $7K | Buy |
159
+9
| +6% | +$396 | ﹤0.01% | 581 |
|
|
2015
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 594 |
|
|
2015
Q1 | $7K | Sell |
150
-2
| -1% | -$93 | ﹤0.01% | 523 |
|
|
2014
Q4 | $7K | Buy |
152
+12
| +9% | +$553 | ﹤0.01% | 513 |
|
|
2014
Q3 | $6K | Buy |
140
+7
| +5% | +$300 | ﹤0.01% | 542 |
|
|
2014
Q2 | $6K | Buy |
133
+31
| +30% | +$1.4K | ﹤0.01% | 566 |
|
|
2014
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 569 |
|
|
2013
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 563 |
|
|
2013
Q3 | $0 | Buy |
+102
| New | – | ﹤0.01% | 840 |
|