Legacy Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Legacy Financial Advisors’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Buy
2025 Q2	$903K	Buy
2019 Q2	–	Sell
2019 Q1	$50K	Buy
2018 Q4	$32K	Buy
2018 Q3	$27K	Hold
2018 Q2	$30K	Hold
2018 Q1	$28K	Hold
2017 Q4	$28K	Buy