Institutional & Family Asset Management’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
2024 Q2	–	Sell	-22	Closed	-$6.05K	–	786
2024 Q1	$6.05K	Hold	22	–	–	﹤0.01%	469
2023 Q4	$5.31K	Hold	22	–	–	﹤0.01%	474
2023 Q3	$4.6K	Hold	22	–	–	﹤0.01%	475
2023 Q2	$5.18K	Hold	22	–	–	﹤0.01%	475
2023 Q1	$5.11K	Hold	22	–	–	﹤0.01%	473
2022 Q4	$5.38K	Hold	22	–	–	﹤0.01%	459
2022 Q3	$4K	Hold	22	–	–	﹤0.01%	527
2022 Q2	$4K	Hold	22	–	–	﹤0.01%	538
2022 Q1	$5K	Hold	22	–	–	﹤0.01%	560
2021 Q4	$5K	Hold	22	–	–	﹤0.01%	573
2021 Q3	$5K	Hold	22	–	–	﹤0.01%	682
2021 Q2	$5K	Hold	22	–	–	﹤0.01%	728
2021 Q1	$5K	Hold	22	–	–	﹤0.01%	700
2020 Q4	$5K	Hold	22	–	–	﹤0.01%	658
2020 Q3	$5K	Hold	22	–	–	﹤0.01%	601
2020 Q2	$4K	Sell	22 -6	-21%	-$1.15K	﹤0.01%	621
2020 Q1	$5K	Buy	28 +6	+27%	+$1.18K	﹤0.01%	543
2019 Q4	$4K	Hold	22	–	–	﹤0.01%	634
2019 Q3	$4K	Hold	22	–	–	﹤0.01%	607
2019 Q2	$4K	Hold	22	–	–	﹤0.01%	638
2019 Q1	$4K	Hold	22	–	–	﹤0.01%	638
2018 Q4	$3K	Hold	22	–	–	﹤0.01%	658
2018 Q3	$3K	Hold	22	–	–	﹤0.01%	703
2018 Q2	$3K	Hold	22	–	–	﹤0.01%	690
2018 Q1	$3K	Buy	+22	New	+$3.45K	﹤0.01%	691