United Capital Financial Advisors’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Buy |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $296K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $303K | Sell |
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|
2021
Q2 | $332K | Sell |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $320K | Buy |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $236K | Sell |
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|
2018
Q1 | $242K | Sell |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $327K | Buy |
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|
2017
Q1 | $292K | Sell |
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|
2016
Q4 | $280K | Buy |
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|
2016
Q3 | $300K | Buy |
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|
2016
Q2 | $268K | Sell |
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|
2016
Q1 | $260K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.22M | Buy |
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|
2014
Q1 | $1.12M | Buy |
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