Wealthfront Advisers’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 | $3.69M | Sell |
12,027
-842
| -7% | -$258K | 0.01% | 436 |
|
|
2025
Q1 | $4.35M | Sell |
12,869
-914
| -7% | -$309K | 0.01% | 389 |
|
|
2024
Q4 | $4.32M | Buy |
13,783
+1,530
| +12% | +$479K | 0.01% | 358 |
|
|
2024
Q3 | $3.61M | Buy |
12,253
+2,489
| +25% | +$733K | 0.01% | 381 |
|
|
2024
Q2 | $2.56M | Buy |
9,764
+244
| +3% | +$64K | 0.01% | 426 |
|
|
2024
Q1 | $2.62M | Buy |
9,520
+2,295
| +32% | +$631K | 0.01% | 417 |
|
|
2023
Q4 | $1.74M | Sell |
7,225
-3,808
| -35% | -$918K | 0.01% | 487 |
|
|
2023
Q3 | $2.31M | Buy |
11,033
+998
| +10% | +$209K | 0.01% | 398 |
|
|
2023
Q2 | $2.36M | Sell |
10,035
-3,111
| -24% | -$733K | 0.01% | 387 |
|
|
2023
Q1 | $3.05M | Sell |
13,146
-900
| -6% | -$209K | 0.01% | 309 |
|
|
2022
Q4 | $3.44M | Buy |
14,046
+7,997
| +132% | +$1.96M | 0.02% | 269 |
|
|
2022
Q3 | $1.22M | Buy |
6,049
+2,847
| +89% | +$572K | 0.01% | 451 |
|
|
2022
Q2 | $632K | Buy |
3,202
+589
| +23% | +$116K | ﹤0.01% | 555 |
|
|
2022
Q1 | $617K | Sell |
2,613
-1,003
| -28% | -$237K | ﹤0.01% | 597 |
|
|
2021
Q4 | $859K | Buy |
3,616
+421
| +13% | +$100K | ﹤0.01% | 509 |
|
|
2021
Q3 | $742K | Buy |
3,195
+633
| +25% | +$147K | ﹤0.01% | 510 |
|
|
2021
Q2 | $589K | Buy |
2,562
+71
| +3% | +$16.3K | ﹤0.01% | 502 |
|
|
2021
Q1 | $570K | Buy |
2,491
+277
| +13% | +$63.4K | ﹤0.01% | 444 |
|
|
2020
Q4 | $467K | Sell |
2,214
-45
| -2% | -$9.49K | ﹤0.01% | 442 |
|
|
2020
Q3 | $472K | Sell |
2,259
-69
| -3% | -$14.4K | ﹤0.01% | 412 |
|
|
2020
Q2 | $458K | Sell |
2,328
-60
| -3% | -$11.8K | ﹤0.01% | 408 |
|
|
2020
Q1 | $406K | Sell |
2,388
-1,653
| -41% | -$281K | ﹤0.01% | 366 |
|
|
2019
Q4 | $816K | Sell |
4,041
-876
| -18% | -$177K | 0.01% | 355 |
|
|
2019
Q3 | $949K | Buy |
4,917
+1,408
| +40% | +$272K | 0.01% | 303 |
|
|
2019
Q2 | $672K | Buy |
3,509
+201
| +6% | +$38.5K | 0.01% | 345 |
|
|
2019
Q1 | $581K | Buy |
3,308
+976
| +42% | +$171K | 0.01% | 346 |
|
|
2018
Q4 | $354K | Buy |
+2,332
| New | +$354K | ﹤0.01% | 378 |
|