Integrated Wealth Concepts’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	$684K	Buy	+2,353	New	+$722K	0.01%	1348
2025 Q4	–	Sell	-1,721	Closed	-$594K	–	2048
2025 Q3	$594K	Sell	1,721 -347	-17%	-$112K	0.01%	1258
2025 Q2	$634K	Buy	2,068 +531	+35%	+$165K	0.01%	1146
2025 Q1	$520K	Sell	1,537 -481	-24%	-$157K	0.01%	1122
2024 Q4	$632K	Buy	2,018 +11	+0.5%	+$3.37K	0.01%	1021
2024 Q3	$591K	Sell	2,007 -117	-6%	-$32.7K	0.01%	1013
2024 Q2	$557K	Sell	2,124 -3	-0.1%	-$775	0.01%	1003
2024 Q1	$585K	Buy	2,127 +351	+20%	+$92.3K	0.01%	977
2023 Q4	$428K	Sell	1,776 -63	-3%	-$14.6K	0.01%	1072
2023 Q3	$384K	Buy	1,839 +62	+3%	+$13.2K	0.01%	1105
2023 Q2	$418K	Buy	+1,777	New	+$409K	0.01%	1068