LFA
Legacy Financial Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Buy |
+2,948
| New | +$903K | 0.14% | 121 |
|
|
2019
Q2 | – | Sell |
-284
| Closed | -$50K | – | 920 |
|
|
2019
Q1 | $50K | Buy |
284
+72
| +34% | +$12.7K | 0.02% | 276 |
|
|
2018
Q4 | $32K | Buy |
212
+20
| +10% | +$3.02K | 0.01% | 322 |
|
|
2018
Q3 | $27K | Hold |
192
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $30K | Hold |
192
| – | – | 0.01% | 318 |
|
|
2018
Q1 | $28K | Hold |
192
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $28K | Buy |
+192
| New | +$28K | 0.01% | 318 |
|