LWAM
Legacy Wealth Asset Management’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,490
| Closed | -$780K | – | 367 |
|
|
2024
Q4 | $780K | Sell |
2,490
-32
| -1% | -$10K | 0.21% | 129 |
|
|
2024
Q3 | $743K | Sell |
2,522
-9
| -0.4% | -$2.65K | 0.2% | 145 |
|
|
2024
Q2 | $663K | Buy |
2,531
+21
| +0.8% | +$5.51K | 0.19% | 162 |
|
|
2024
Q1 | $690K | Buy |
2,510
+92
| +4% | +$25.3K | 0.19% | 157 |
|
|
2023
Q4 | $583K | Buy |
+2,418
| New | +$583K | 0.19% | 182 |
|