Johnson Financial Group Inc (Wisconsin)’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	$33.3K	Sell	114 -142	-55%	-$43.6K	﹤0.01%	515
2025 Q4	$84.4K	Sell	256 -3	-1%	-$982	﹤0.01%	434
2025 Q3	$89.7K	Buy	+259	New	+$83.9K	﹤0.01%	465
2024 Q4	–	Sell	-338	Closed	-$99.8K	–	999
2024 Q3	$99.8K	Buy	338 +100	+42%	+$28K	﹤0.01%	449
2024 Q2	$62.6K	Sell	238 -7	-3%	-$1.81K	﹤0.01%	433
2024 Q1	$67.6K	Sell	245 -403	-62%	-$106K	﹤0.01%	396
2023 Q4	$157K	Buy	+648	New	+$150K	0.01%	321
2014 Q2	–	Sell	-462	Closed	-$54K	–	732
2014 Q1	$54K	Sell	462 -189	-29%	-$21.5K	0.02%	366
2013 Q4	$77K	Hold	651	–	–	0.02%	314
2013 Q3	$75K	Hold	651	–	–	0.02%	347
2013 Q2	$70K	Buy	+651	New	+$68.9K	0.02%	378