Farther Finance 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	$274K	Buy	954 +262	+38%	+$80.4K	﹤0.01%	1790
2025 Q4	$227K	Sell	692 -270	-28%	-$88.4K	﹤0.01%	1827
2025 Q3	$332K	Buy	962 +502	+109%	+$163K	0.01%	1326
2025 Q2	$141K	Sell	460 -31	-6%	-$9.61K	﹤0.01%	1577
2025 Q1	$165K	Buy	491 +167	+52%	+$54.4K	﹤0.01%	1307
2024 Q4	$102K	Buy	324 +87	+37%	+$26.7K	﹤0.01%	1308
2024 Q3	$69.9K	Buy	237 +43	+22%	+$12K	﹤0.01%	1471
2024 Q2	$50.4K	Buy	194 +24	+14%	+$6.2K	﹤0.01%	1414
2024 Q1	$46.4K	Buy	170 +22	+15%	+$5.79K	﹤0.01%	1217
2023 Q4	$35.7K	Buy	148 +11	+8%	+$2.54K	﹤0.01%	1149
2023 Q3	$28.6K	Buy	137 +41	+43%	+$8.75K	﹤0.01%	981
2023 Q2	$22.6K	Buy	96 +15	+19%	+$3.46K	﹤0.01%	958
2023 Q1	$18.8K	Sell	81 -70	-46%	-$16.9K	0.01%	926
2022 Q4	$36.9K	Buy	+151	New	+$34.5K	0.01%	561