Laffer Tengler Investments’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
2023 Q3	–	Sell	-951	Closed	-$224K	–	400
2023 Q2	$224K	Buy	951 +3	+0.3%	+$691	0.06%	189
2023 Q1	$220K	Buy	948 +35	+4%	+$8.46K	0.06%	190
2022 Q4	$223K	Buy	+913	New	+$209K	0.06%	192
2019 Q2	–	Sell	-15,744	Closed	-$2.77M	–	181
2019 Q1	$2.77M	Hold	15,744	–	–	0.74%	44
2018 Q4	$2.39M	Hold	15,744	–	–	0.71%	53
2018 Q3	$2.22M	Hold	15,744	–	–	0.55%	94
2018 Q2	$2.39M	Hold	15,744	–	–	0.61%	73
2018 Q1	$2.4M	Buy	15,744 +2,182	+16%	+$343K	0.6%	73
2017 Q4	$2.04M	Hold	13,562	–	–	0.51%	88
2017 Q3	$2.09M	Sell	13,562 -975	-7%	-$146K	0.55%	81
2017 Q2	$2.11M	Hold	14,537	–	–	0.54%	79
2017 Q1	$1.9M	Hold	14,537	–	–	0.5%	96
2016 Q4	$1.78M	Buy	14,537 +5,490	+61%	+$685K	0.48%	92
2016 Q3	$1.2M	Hold	9,047	–	–	0.33%	120
2016 Q2	$1.12M	Buy	+9,047	New	+$1.12M	0.32%	132