Mayflower Financial Advisors’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 Q2	$318K	Buy	1,218 +102	+9%	+$27.3K	0.03%	367
2026 Q1	$324K	Buy	1,116 +21	+2%	+$6.44K	0.04%	335
2025 Q4	$360K	Buy	1,095 +10	+0.9%	+$3.27K	0.04%	303
2025 Q3	$375K	Buy	1,085 +11	+1%	+$3.56K	0.05%	299
2025 Q2	$329K	Sell	1,074 -2	-0.2%	-$620	0.05%	306
2025 Q1	$364K	Sell	1,076 -60	-5%	-$19.6K	0.06%	272
2024 Q4	$356K	Buy	1,136 +13	+1%	+$3.99K	0.05%	271
2024 Q3	$331K	Sell	1,123 -98	-8%	-$27.4K	0.05%	277
2024 Q2	$320K	Sell	1,221 -13	-1%	-$3.36K	0.05%	276
2024 Q1	$339K	Buy	1,234 +6	+0.5%	+$1.58K	0.06%	263
2023 Q4	$296K	Sell	1,228 -29	-2%	-$6.71K	0.04%	262
2023 Q3	$263K	Sell	1,257 -11	-0.9%	-$2.35K	0.04%	268
2023 Q2	$299K	Sell	1,268 -60	-5%	-$13.8K	0.04%	274
2023 Q1	$309K	Buy	1,328 +6	+0.5%	+$1.45K	0.04%	260
2022 Q4	$323K	Buy	1,322 +4	+0.3%	+$914	0.04%	255
2022 Q3	$265K	Hold	1,318	–	–	0.04%	268
2022 Q2	$260K	Sell	1,318 -96	-7%	-$20.6K	0.04%	276
2022 Q1	$334K	Sell	1,414 -251	-15%	-$57.5K	0.05%	251
2021 Q4	$395K	Sell	1,665 -35	-2%	-$8.28K	0.05%	224
2021 Q3	$422K	Buy	1,700 +17	+1%	+$3.78K	0.06%	212
2021 Q2	$387K	Buy	1,683 +20	+1%	+$4.97K	0.05%	211
2021 Q1	$381K	Hold	1,663	–	–	0.06%	197
2020 Q4	$350K	Buy	+1,663	New	+$342K	0.06%	180

Other funds holding WTW