Kestra Advisory Services’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	$532K	Sell	1,831 -299	-14%	-$91.7K	﹤0.01%	2172
2025 Q4	$700K	Sell	2,130 -695	-25%	-$228K	﹤0.01%	1911
2025 Q3	$976K	Sell	2,825 -21	-0.7%	-$6.8K	﹤0.01%	1610
2025 Q2	$872K	Sell	2,846 -11	-0.4%	-$3.41K	﹤0.01%	1576
2025 Q1	$966K	Buy	2,857 +749	+36%	+$244K	﹤0.01%	1410
2024 Q4	$660K	Buy	2,108 +100	+5%	+$30.7K	﹤0.01%	1675
2024 Q3	$591K	Buy	2,008 +105	+6%	+$29.4K	﹤0.01%	1662
2024 Q2	$499K	Buy	1,903 +117	+7%	+$30.2K	﹤0.01%	1779
2024 Q1	$491K	Sell	1,786 -307	-15%	-$80.8K	﹤0.01%	1677
2023 Q4	$505K	Buy	2,093 +350	+20%	+$80.9K	﹤0.01%	1527
2023 Q3	$364K	Buy	1,743 +60	+4%	+$12.8K	﹤0.01%	1548
2023 Q2	$396K	Buy	1,683 +47	+3%	+$10.8K	﹤0.01%	1440
2023 Q1	$380K	Sell	1,636 -829	-34%	-$200K	﹤0.01%	1429
2022 Q4	$603K	Buy	2,465 +153	+7%	+$35K	0.01%	1289
2022 Q3	$465K	Sell	2,312 -722	-24%	-$149K	0.01%	1356
2022 Q2	$599K	Buy	3,034 +788	+35%	+$169K	0.01%	1218
2022 Q1	$531K	Sell	2,246 -397	-15%	-$90.9K	0.01%	1257
2021 Q4	$628K	Buy	2,643 +850	+47%	+$201K	0.01%	1196
2021 Q3	$417K	Buy	+1,793	New	+$399K	﹤0.01%	1486