United Capital Financial Advisors’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 | $232K | Sell |
757
-16
| -2% | -$4.9K | ﹤0.01% | 997 |
|
|
2025
Q1 | $261K | Sell |
773
-11
| -1% | -$3.72K | ﹤0.01% | 923 |
|
|
2024
Q4 | $246K | Sell |
784
-440
| -36% | -$138K | ﹤0.01% | 947 |
|
|
2024
Q3 | $360K | Buy |
1,224
+94
| +8% | +$27.7K | ﹤0.01% | 819 |
|
|
2024
Q2 | $296K | Buy |
1,130
+107
| +10% | +$28K | ﹤0.01% | 851 |
|
|
2024
Q1 | $281K | Buy |
+1,023
| New | +$281K | ﹤0.01% | 894 |
|
|
2022
Q2 | – | Sell |
-1,302
| Closed | -$308K | – | 1196 |
|
|
2022
Q1 | $308K | Buy |
1,302
+8
| +0.6% | +$1.89K | ﹤0.01% | 975 |
|
|
2021
Q4 | $307K | Sell |
1,294
-11
| -0.8% | -$2.61K | ﹤0.01% | 1012 |
|
|
2021
Q3 | $303K | Sell |
1,305
-137
| -10% | -$31.8K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $332K | Sell |
1,442
-38
| -3% | -$8.75K | ﹤0.01% | 987 |
|
|
2021
Q1 | $339K | Buy |
1,480
+35
| +2% | +$8.02K | ﹤0.01% | 953 |
|
|
2020
Q4 | $304K | Sell |
1,445
-86
| -6% | -$18.1K | ﹤0.01% | 991 |
|
|
2020
Q3 | $320K | Buy |
1,531
+13
| +0.9% | +$2.72K | ﹤0.01% | 938 |
|
|
2020
Q2 | $299K | Sell |
1,518
-50
| -3% | -$9.85K | ﹤0.01% | 999 |
|
|
2020
Q1 | $266K | Sell |
1,568
-262
| -14% | -$44.4K | ﹤0.01% | 996 |
|
|
2019
Q4 | $370K | Buy |
1,830
+282
| +18% | +$57K | ﹤0.01% | 1060 |
|
|
2019
Q3 | $299K | Sell |
1,548
-278
| -15% | -$53.7K | ﹤0.01% | 1065 |
|
|
2019
Q2 | $350K | Buy |
1,826
+62
| +4% | +$11.9K | ﹤0.01% | 1138 |
|
|
2019
Q1 | $310K | Buy |
1,764
+1
| +0.1% | +$176 | ﹤0.01% | 1103 |
|
|
2018
Q4 | $268K | Buy |
1,763
+35
| +2% | +$5.32K | ﹤0.01% | 1104 |
|
|
2018
Q3 | $244K | Buy |
1,728
+173
| +11% | +$24.4K | ﹤0.01% | 1192 |
|
|
2018
Q2 | $236K | Sell |
1,555
-32
| -2% | -$4.86K | ﹤0.01% | 1179 |
|
|
2018
Q1 | $242K | Sell |
1,587
-190
| -11% | -$29K | ﹤0.01% | 1174 |
|
|
2017
Q4 | $268K | Sell |
1,777
-12
| -0.7% | -$1.81K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $276K | Sell |
1,789
-456
| -20% | -$70.4K | ﹤0.01% | 1141 |
|
|
2017
Q2 | $327K | Buy |
2,245
+11
| +0.5% | +$1.6K | ﹤0.01% | 1047 |
|
|
2017
Q1 | $292K | Sell |
2,234
-54
| -2% | -$7.06K | ﹤0.01% | 1054 |
|
|
2016
Q4 | $280K | Buy |
2,288
+26
| +1% | +$3.18K | ﹤0.01% | 1077 |
|
|
2016
Q3 | $300K | Buy |
2,262
+101
| +5% | +$13.4K | ﹤0.01% | 1076 |
|
|
2016
Q2 | $268K | Sell |
2,161
-34
| -2% | -$4.22K | ﹤0.01% | 1070 |
|
|
2016
Q1 | $260K | Buy |
+2,195
| New | +$260K | ﹤0.01% | 1042 |
|
|
2014
Q3 | – | Sell |
-10,593
| Closed | -$1.22M | – | 1128 |
|
|
2014
Q2 | $1.22M | Buy |
10,593
+993
| +10% | +$114K | 0.02% | 520 |
|
|
2014
Q1 | $1.12M | Buy |
+9,600
| New | +$1.12M | 0.02% | 457 |
|