Capital Advisors Ltd’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52K	Hold	178	–	–	0.01%	492
2025 Q4	$58K	Hold	178	–	–	0.01%	466
2025 Q3	$61K	Hold	178	–	–	0.01%	444
2025 Q2	$55K	Hold	178	–	–	0.01%	453
2025 Q1	$60K	Hold	178	–	–	0.01%	428
2024 Q4	$56K	Hold	178	–	–	0.01%	430
2024 Q3	$52K	Hold	178	–	–	0.01%	445
2024 Q2	$47K	Buy	178 +4	+2%	+$1.03K	0.01%	455
2024 Q1	$48K	Buy	174 +2	+1%	+$526	0.01%	444
2023 Q4	$41K	Hold	172	–	–	0.01%	456
2023 Q3	$36K	Hold	172	–	–	0.01%	463
2023 Q2	$41K	Buy	+172	New	+$39.6K	0.01%	457
2023 Q1	–	Sell	-172	Closed	–	–	1593
2022 Q4	$0	Buy	+172	New	+$39.3K	﹤0.01%	1697
2022 Q3	–	Sell	-6	Closed	-$1K	–	1560
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	927
2022 Q1	$1K	Buy	6 +4	+200%	+$916	﹤0.01%	834
2021 Q4	$0	Buy	+2	New	+$473	﹤0.01%	962