Goodman Advisory Group’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
$99.9K Hold
326
0.03% 75
2025
Q1
$110K Buy
+326
New +$110K 0.03% 89
2024
Q4
Sell
-687
Closed -$202K 188
2024
Q3
$202K Sell
687
-35
-5% -$10.3K 0.06% 84
2024
Q2
$189K Buy
+722
New +$189K 0.06% 87