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
2025 Q3	$2.42K	Buy
2024 Q1	–	Sell
2023 Q4	$36.2K	Hold
2023 Q3	$31.3K	Sell
2023 Q2	$38.6K	Hold
2023 Q1	$38.1K	Buy
2022 Q4	$37.4K	Buy
2022 Q3	$30K	Hold
2022 Q2	$30K	Buy
2021 Q1	–	Hold
2020 Q4	–	Hold