Integrated Wealth Concepts’s Willis Towers Watson WTW Stock Holding History

Integrated Wealth Concepts’s Portfolio WTW Stock Details WTW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$594K	Sell
2025 Q2	$634K	Buy
2025 Q1	$520K	Sell
2024 Q4	$632K	Buy
2024 Q3	$591K	Sell
2024 Q2	$557K	Sell
2024 Q1	$585K	Buy
2023 Q4	$428K	Sell
2023 Q3	$384K	Buy
2023 Q2	$418K	Buy