Janiczek Wealth 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	$33.6K	Hold	128	–	–	0.01%	468
2024 Q1	$35.2K	Hold	128	–	–	0.01%	469
2023 Q4	$30.9K	Sell	128 -106	-45%	-$24.5K	0.01%	483
2023 Q3	$48.9K	Buy	234 +219	+1,460%	+$46.7K	0.01%	363
2023 Q2	$3.53K	Hold	15	–	–	﹤0.01%	702
2023 Q1	$3.56K	Sell	15 -1	-6%	-$242	﹤0.01%	709
2022 Q4	$4.08K	Hold	16	–	–	﹤0.01%	684
2022 Q3	$3K	Hold	16	–	–	﹤0.01%	738
2022 Q2	$3K	Sell	16 -42	-72%	-$9K	﹤0.01%	750
2022 Q1	$14K	Sell	58 -3	-5%	-$687	﹤0.01%	521
2021 Q4	$14K	Hold	61	–	–	﹤0.01%	548
2021 Q3	$14K	Sell	61 -22	-27%	-$4.9K	0.01%	521
2021 Q2	$19K	Buy	83 +3	+4%	+$746	0.01%	443
2021 Q1	$18K	Buy	80 +20	+33%	+$4.36K	0.01%	426
2020 Q4	$13K	Buy	60 +43	+253%	+$8.85K	0.01%	426
2020 Q3	$4K	Buy	+17	New	+$3.47K	﹤0.01%	414