MGWA
Monument Group Wealth Advisors’s Willis Towers Watson WTW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
1,034
-184
| -15% | -$56.4K | 0.2% | 37 |
|
|
2025
Q1 | $412K | Sell |
1,218
-565
| -32% | -$191K | 0.29% | 24 |
|
|
2024
Q4 | $559K | Sell |
1,783
-586
| -25% | -$184K | 0.4% | 19 |
|
|
2024
Q3 | $698K | Sell |
2,369
-649
| -22% | -$191K | 0.42% | 17 |
|
|
2024
Q2 | $791K | Sell |
3,018
-702
| -19% | -$184K | 0.53% | 15 |
|
|
2024
Q1 | $1.02M | Buy |
3,720
+1,234
| +50% | +$339K | 0.76% | 13 |
|
|
2023
Q4 | $600K | Buy |
+2,486
| New | +$600K | 0.51% | 17 |
|