BWL
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Bogart Wealth LLC’s Willis Towers Watson WTW Stock Holding History

Bogart Wealth LLC’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16K Hold
4
– – ﹤0.01% 1407
2025
Q4 		$1.31K Sell
4
-3
-43% -$982 ﹤0.01% 1257
2025
Q3 		$2.42K Buy
+7
New +$2.27K ﹤0.01% 1120
2024
Q1 		– Sell
-150
Closed -$36.2K – 1133
2023
Q4 		$36.2K Hold
150
– – ﹤0.01% 422
2023
Q3 		$31.3K Sell
150
-14
-9% -$2.99K ﹤0.01% 410
2023
Q2 		$38.6K Hold
164
– – ﹤0.01% 371
2023
Q1 		$38.1K Buy
164
+11
+7% +$2.66K ﹤0.01% 360
2022
Q4 		$37.4K Buy
153
+3
+2% +$685 ﹤0.01% 341
2022
Q3 		$30K Hold
150
– – ﹤0.01% 376
2022
Q2 		$30K Buy
+150
New +$32.2K ﹤0.01% 367
2021
Q1 		– Hold
0
– – – 725
2020
Q4 		– Hold
0
– – – 574

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return