Clearstead Advisors’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	$693K	Sell	2,383 -679	-22%	-$208K	0.01%	632
2025 Q4	$1.01M	Buy	3,062 +183	+6%	+$59.9K	0.01%	476
2025 Q3	$995K	Buy	2,879 +85	+3%	+$27.5K	0.01%	465
2025 Q2	$856K	Buy	2,794 +202	+8%	+$62.6K	0.01%	486
2025 Q1	$876K	Buy	2,592 +19	+0.7%	+$6.19K	0.01%	446
2024 Q4	$806K	Sell	2,573 -6	-0.2%	-$1.84K	0.01%	461
2024 Q3	$760K	Buy	2,579 +5	+0.2%	+$1.4K	0.01%	479
2024 Q2	$675K	Buy	2,574 +2,263	+728%	+$584K	0.01%	474
2024 Q1	$78.9K	Buy	311 +264	+562%	+$69.4K	﹤0.01%	653
2023 Q4	$11.3K	Buy	+47	New	+$10.9K	﹤0.01%	1034
2023 Q3	–	Sell	-2,341	Closed	-$551K	–	1572
2023 Q2	$551K	Sell	2,341 -12	-0.5%	-$2.77K	0.03%	281
2023 Q1	$547K	Buy	2,353 +12	+0.5%	+$2.9K	0.04%	245
2022 Q4	$573K	Hold	2,341	–	–	0.04%	237
2022 Q3	$470K	Hold	2,341	–	–	0.04%	234
2022 Q2	$462K	Hold	2,341	–	–	0.04%	262
2022 Q1	$553K	Buy	+2,341	New	+$536K	0.04%	255
2021 Q4	–	Sell	-112	Closed	-$26K	–	1446
2021 Q3	$26K	Buy	112 +105	+1,500%	+$23.4K	﹤0.01%	738
2021 Q2	$2K	Buy	+7	New	+$1.74K	﹤0.01%	1100