Monument Group Wealth 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
2025
Q2
$317K Sell
2025
Q1
$412K Sell
2024
Q4
$559K Sell
2024
Q3
$698K Sell
2024
Q2
$791K Sell
2024
Q1
$1.02M Buy
2023
Q4
$600K Buy