A detailed history of Ever Source Wealth Advisors, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 455 shares of WTW stock, worth $142,255. This represents 0.01% of its overall portfolio holdings.

Number of Shares
455
Previous 584 22.09%
Holding current value
$142,255
Previous $153,000 12.42%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$257.34 - $294.53 $33,196 - $37,994
-129 Reduced 22.09%
455 $134,000
Q2 2024

Aug 13, 2024

BUY
$249.68 - $273.44 $249 - $273
1 Added 0.17%
584 $153,000
Q1 2024

Jun 11, 2024

BUY
$238.87 - $277.57 $6,210 - $7,216
26 Added 4.67%
583 $160,000
Q4 2023

Feb 09, 2024

BUY
$203.53 - $247.6 $6,920 - $8,418
34 Added 6.5%
557 $134,000
Q3 2023

Nov 03, 2023

BUY
$196.4 - $235.08 $6,284 - $7,522
32 Added 6.52%
523 $109,000
Q2 2023

Aug 04, 2023

SELL
$218.85 - $241.49 $437 - $482
-2 Reduced 0.41%
491 $115,000
Q1 2023

May 11, 2023

SELL
$219.72 - $257.18 $2,197 - $2,571
-10 Reduced 1.99%
493 $114,000
Q4 2022

Feb 09, 2023

SELL
$201.05 - $247.56 $603 - $742
-3 Reduced 0.59%
503 $123,000
Q3 2022

Nov 07, 2022

BUY
$191.64 - $220.77 $58,641 - $67,555
306 Added 153.0%
506 $102,000
Q2 2022

Aug 01, 2022

BUY
$190.83 - $242.73 $11,068 - $14,078
58 Added 40.85%
200 $39,000
Q1 2022

May 25, 2022

BUY
$216.82 - $243.39 $10,841 - $12,169
50 Added 54.35%
142 $34,000
Q4 2021

Feb 07, 2022

BUY
$225.84 - $248.52 $20,777 - $22,863
92 New
92 $22,000

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 $33.8B
  • 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
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