Cherry Tree Wealth Management’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23
Closed -$7.77K 766
2025
Q1
$7.77K Buy
+23
New +$7.77K ﹤0.01% 467
2023
Q4
Sell
-5
Closed -$1.05K 604
2023
Q3
$1.05K Hold
5
﹤0.01% 529
2023
Q2
$1.18K Buy
+5
New +$1.18K ﹤0.01% 532