A detailed history of Steward Partners Investment Advisory, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,699 shares of WTW stock, worth $536,934. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,699
Previous 1,665 2.04%
Holding current value
$536,934
Previous $436,000 14.68%
% of portfolio
0.0%
Previous 0.0%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$257.34 - $294.53 $8,749 - $10,014
34 Added 2.04%
1,699 $500,000
Q2 2024

Aug 08, 2024

SELL
$249.68 - $273.44 $25,467 - $27,890
-102 Reduced 5.77%
1,665 $436,000
Q1 2024

May 15, 2024

BUY
$238.87 - $277.57 $32,964 - $38,304
138 Added 8.47%
1,767 $485,000
Q4 2023

Feb 12, 2024

BUY
$203.53 - $247.6 $3,256 - $3,961
16 Added 0.99%
1,629 $392,000
Q3 2023

Nov 13, 2023

BUY
$196.4 - $235.08 $3,338 - $3,996
17 Added 1.07%
1,613 $337,000
Q2 2023

Aug 14, 2023

SELL
$218.85 - $241.49 $6,346 - $7,003
-29 Reduced 1.78%
1,596 $375,000
Q1 2023

May 15, 2023

SELL
$219.72 - $257.18 $150,068 - $175,653
-683 Reduced 29.59%
1,625 $377,000
Q4 2022

Feb 15, 2023

SELL
$201.05 - $247.56 $124,047 - $152,744
-617 Reduced 21.09%
2,308 $564,000
Q3 2022

Nov 10, 2022

SELL
$191.64 - $220.77 $16,864 - $19,427
-88 Reduced 2.92%
2,925 $588,000
Q2 2022

Aug 04, 2022

BUY
$190.83 - $242.73 $44,081 - $56,070
231 Added 8.3%
3,013 $595,000
Q1 2022

May 02, 2022

SELL
$216.82 - $243.39 $49,218 - $55,249
-227 Reduced 7.54%
2,782 $657,000
Q4 2021

Feb 08, 2022

BUY
$225.84 - $248.52 $207,998 - $228,886
921 Added 44.11%
3,009 $715,000
Q3 2021

Nov 12, 2021

BUY
$201.6 - $236.75 $299,779 - $352,047
1,487 Added 247.42%
2,088 $485,000
Q2 2021

Aug 13, 2021

SELL
$225.2 - $270.07 $15,313 - $18,364
-68 Reduced 10.16%
601 $138,000
Q1 2021

May 14, 2021

BUY
$199.23 - $234.6 $6,375 - $7,507
32 Added 5.02%
669 $153,000
Q4 2020

Feb 11, 2021

SELL
$179.57 - $217.03 $2,873 - $3,472
-16 Reduced 2.45%
637 $134,000
Q3 2020

Oct 30, 2020

SELL
$194.6 - $216.17 $317,003 - $352,140
-1,629 Reduced 71.38%
653 $136,000
Q2 2020

Aug 06, 2020

SELL
$156.19 - $206.81 $51,855 - $68,660
-332 Reduced 12.7%
2,282 $449,000
Q1 2020

Apr 29, 2020

BUY
$147.56 - $220.06 $92,962 - $138,637
630 Added 31.75%
2,614 $444,000
Q4 2019

Jan 17, 2020

BUY
$183.38 - $205.64 $37,226 - $41,744
203 Added 11.4%
1,984 $400,000
Q3 2019

Oct 30, 2019

SELL
$188.71 - $199.36 $101,903 - $107,654
-540 Reduced 23.27%
1,781 $343,000
Q2 2019

Jul 25, 2019

BUY
$173.7 - $192.31 $165,709 - $183,463
954 Added 69.79%
2,321 $444,000
Q1 2019

Apr 30, 2019

BUY
$146.54 - $182.04 $200,320 - $248,848
1,367 New
1,367 $240,000
Q4 2018

Jan 15, 2019

SELL
$134.84 - $161.14 $72,813 - $87,015
-540 Closed
0 $0
Q3 2018

Oct 23, 2018

SELL
$140.79 - $163.04 $7,743 - $8,967
-55 Reduced 9.24%
540 $76,000
Q2 2018

Jul 20, 2018

BUY
$146.0 - $158.13 $49,640 - $53,764
340 Added 133.33%
595 $90,000
Q1 2018

Apr 20, 2018

BUY
$146.99 - $164.14 $37,482 - $41,855
255 New
255 $38,000

Others Institutions Holding WTW

About WILLIS TOWERS WATSON PLC


  • Ticker WTW
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 108,238,000
  • Market Cap $34.2B
  • Description
  • Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments, Health, Wealth and Career; and Risk and Broking. The company offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management cons...
More about WTW
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.