OneDigital Investment 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 Q1	$1.14M	Buy	3,928 +601	+18%	+$184K	0.01%	641
2025 Q4	$1.09M	Sell	3,327 -1,657	-33%	-$542K	0.01%	646
2025 Q3	$1.72M	Sell	4,984 -537	-10%	-$174K	0.02%	484
2025 Q2	$1.69M	Buy	5,521 +314	+6%	+$97.4K	0.02%	476
2025 Q1	$1.76M	Sell	5,207 -74	-1%	-$24.1K	0.02%	437
2024 Q4	$1.65M	Sell	5,281 -1,363	-21%	-$418K	0.02%	467
2024 Q3	$1.96M	Buy	6,644 +2,775	+72%	+$776K	0.02%	442
2024 Q2	$1.01M	Buy	3,869 +1,282	+50%	+$331K	0.01%	614
2024 Q1	$711K	Buy	2,587 +119	+5%	+$31.3K	0.01%	617
2023 Q4	$595K	Sell	2,468 -25	-1%	-$5.78K	0.01%	652
2023 Q3	$521K	Buy	2,493 +33	+1%	+$7.04K	0.01%	626
2023 Q2	$579K	Buy	2,460 +418	+20%	+$96.3K	0.01%	584
2023 Q1	$475K	Buy	+2,042	New	+$494K	0.01%	643