A detailed history of Heritage Wealth Advisors transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Heritage Wealth Advisors holds 154 shares of WTW stock, worth $48,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares
154
Previous 154 -0.0%
Holding current value
$48,417
Previous $40,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$249.68 - $273.44 $21,722 - $23,789
-87 Reduced 36.1%
154 $40,000
Q1 2024

May 08, 2024

BUY
$238.87 - $277.57 $17,676 - $20,540
74 Added 44.31%
241 $66,000
Q4 2023

Feb 09, 2024

BUY
$203.53 - $247.6 $2,645 - $3,218
13 Added 8.44%
167 $40,000
Q2 2023

Aug 09, 2023

BUY
$218.85 - $241.49 $5,908 - $6,520
27 Added 21.26%
154 $36,000
Q1 2023

May 04, 2023

SELL
$219.72 - $257.18 $2,636 - $3,086
-12 Reduced 8.63%
127 $29,000
Q2 2021

Jul 27, 2021

SELL
$225.2 - $270.07 $11,260 - $13,503
-50 Reduced 26.46%
139 $29,000
Q1 2021

Apr 27, 2021

BUY
$199.23 - $234.6 $9,961 - $11,730
50 Added 35.97%
189 $43,000
Q4 2020

Feb 01, 2021

BUY
$179.57 - $217.03 $2,154 - $2,604
12 Added 9.45%
139 $29,000
Q2 2020

Jul 17, 2020

SELL
$156.19 - $206.81 $55,916 - $74,037
-358 Reduced 73.81%
127 $25,000
Q2 2020

Jul 17, 2020

BUY
$156.19 - $206.81 $9,059 - $11,994
58 Added 13.58%
485 $25,000
Q3 2018

Nov 14, 2018

BUY
$140.79 - $163.04 $60,117 - $69,618
427 New
427 $60,000

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 $34B
  • 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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