Focus Partners Wealth
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Focus Partners Wealth’s Willis Towers Watson WTW Stock Holding History

Focus Partners Wealth’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$523K Sell
1,708
-44
-3% -$13.5K ﹤0.01% 1412
2025
Q1 		$592K Sell
1,752
-232
-12% -$78.4K ﹤0.01% 1265
2024
Q4 		$621K Buy
1,984
+460
+30% +$144K ﹤0.01% 1219
2024
Q3 		$449K Buy
+1,524
New +$449K ﹤0.01% 1171