United Asset Strategies’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 | $481K | Sell |
1,571
-50
| -3% | -$15.3K | 0.04% | 193 |
|
|
2025
Q1 | $548K | Sell |
1,621
-300
| -16% | -$101K | 0.05% | 186 |
|
|
2024
Q4 | $602K | Sell |
1,921
-600
| -24% | -$188K | 0.06% | 171 |
|
|
2024
Q3 | $742K | Sell |
2,521
-600
| -19% | -$177K | 0.07% | 165 |
|
|
2024
Q2 | $818K | Hold |
3,121
| – | – | 0.08% | 147 |
|
|
2024
Q1 | $858K | Hold |
3,121
| – | – | 0.09% | 157 |
|
|
2023
Q4 | $753K | Hold |
3,121
| – | – | 0.08% | 166 |
|
|
2023
Q3 | $652K | Buy |
3,121
+1,949
| +166% | +$407K | 0.08% | 159 |
|
|
2023
Q2 | $276K | Hold |
1,172
| – | – | 0.03% | 203 |
|
|
2023
Q1 | $272K | Hold |
1,172
| – | – | 0.04% | 201 |
|
|
2022
Q4 | $287K | Buy |
1,172
+19
| +2% | +$4.65K | 0.04% | 194 |
|
|
2022
Q3 | $232K | Hold |
1,153
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $228K | Hold |
1,153
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $272K | Hold |
1,153
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $274K | Sell |
1,153
-300
| -21% | -$71.3K | 0.03% | 184 |
|
|
2021
Q3 | $338K | Sell |
1,453
-1,400
| -49% | -$326K | 0.04% | 171 |
|
|
2021
Q2 | $656K | Buy |
+2,853
| New | +$656K | 0.09% | 133 |
|