Highline Wealth Partners’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	$4.94K	Buy	17 +4	+31%	+$1.23K	﹤0.01%	725
2025 Q4	$4.27K	Hold	13	–	–	﹤0.01%	602
2025 Q3	$4.49K	Hold	13	–	–	﹤0.01%	603
2025 Q2	$3.98K	Sell	13 -4	-24%	-$1.24K	﹤0.01%	500
2025 Q1	$5.75K	Buy	17 +4	+31%	+$1.3K	﹤0.01%	398
2024 Q4	$4.07K	Buy	13 +3	+30%	+$920	﹤0.01%	376
2024 Q3	$2.94K	Buy	10 +2	+25%	+$560	﹤0.01%	414
2024 Q2	$2.1K	Buy	8 +1	+14%	+$258	﹤0.01%	394
2024 Q1	$1.93K	Hold	7	–	–	﹤0.01%	335
2023 Q4	$1.69K	Hold	7	–	–	﹤0.01%	312
2023 Q3	$1.46K	Hold	7	–	–	﹤0.01%	289
2023 Q2	$1.65K	Hold	7	–	–	﹤0.01%	241
2023 Q1	$1.63K	Hold	7	–	–	﹤0.01%	246
2022 Q4	$1.71K	Hold	7	–	–	﹤0.01%	229
2022 Q3	$1.41K	Buy	+7	New	+$1.44K	﹤0.01%	235