TD Private Client Wealth’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 | $841K | Sell |
2,743
-4
| -0.1% | -$1.23K | 0.02% | 392 |
|
|
2025
Q1 | $928K | Buy |
2,747
+94
| +4% | +$31.8K | 0.03% | 362 |
|
|
2024
Q4 | $831K | Sell |
2,653
-34
| -1% | -$10.7K | 0.02% | 385 |
|
|
2024
Q3 | $791K | Buy |
2,687
+9
| +0.3% | +$2.65K | 0.02% | 397 |
|
|
2024
Q2 | $702K | Sell |
2,678
-204
| -7% | -$53.5K | 0.02% | 395 |
|
|
2024
Q1 | $793K | Buy |
2,882
+173
| +6% | +$47.6K | 0.03% | 381 |
|
|
2023
Q4 | $653K | Sell |
2,709
-13
| -0.5% | -$3.14K | 0.02% | 399 |
|
|
2023
Q3 | $569K | Buy |
2,722
+11
| +0.4% | +$2.3K | 0.02% | 394 |
|
|
2023
Q2 | $638K | Buy |
2,711
+3
| +0.1% | +$707 | 0.03% | 409 |
|
|
2023
Q1 | $629K | Sell |
2,708
-49
| -2% | -$11.4K | 0.03% | 397 |
|
|
2022
Q4 | $674K | Buy |
2,757
+86
| +3% | +$21K | 0.03% | 381 |
|
|
2022
Q3 | $537K | Buy |
2,671
+827
| +45% | +$166K | 0.03% | 394 |
|
|
2022
Q2 | $364K | Sell |
1,844
-161
| -8% | -$31.8K | 0.02% | 447 |
|
|
2022
Q1 | $474K | Buy |
2,005
+377
| +23% | +$89.1K | 0.02% | 429 |
|
|
2021
Q4 | $387K | Buy |
1,628
+1,269
| +353% | +$301K | 0.02% | 454 |
|
|
2021
Q3 | $83.5K | Sell |
359
-22
| -6% | -$5.11K | ﹤0.01% | 655 |
|
|
2021
Q2 | $87.6K | Sell |
381
-5,522
| -94% | -$1.27M | ﹤0.01% | 634 |
|
|
2021
Q1 | $1.35M | Sell |
5,903
-2,877
| -33% | -$658K | 0.06% | 282 |
|
|
2020
Q4 | $1.85M | Sell |
8,780
-483
| -5% | -$102K | 0.09% | 228 |
|
|
2020
Q3 | $1.93M | Sell |
9,263
-590
| -6% | -$123K | 0.11% | 198 |
|
|
2020
Q2 | $1.94M | Sell |
9,853
-2,641
| -21% | -$520K | 0.11% | 191 |
|
|
2020
Q1 | $2.12M | Buy |
12,494
+930
| +8% | +$158K | 0.15% | 141 |
|
|
2019
Q4 | $2.34M | Buy |
+11,564
| New | +$2.34M | 0.14% | 157 |
|