GeoWealth 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	$21.8K	Buy	+71	New	+$21.8K	﹤0.01%	1051
2025 Q1	–	Sell	-115	Closed	-$36K	–	1803
2024 Q4	$36K	Buy	115 +56	+95%	+$17.5K	﹤0.01%	1249
2024 Q3	$17.4K	Buy	+59	New	+$17.4K	﹤0.01%	1306