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Optimize Financial’s Willis Towers Watson WTW Stock Holding History

Optimize Financial’s Portfolio WTW Stock Details WTW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$343K Sell
1,118
-8
-0.7% -$2.45K 0.21% 149
2025
Q1 		$381K Sell
1,126
-23
-2% -$7.77K 0.28% 119
2024
Q4 		$360K Buy
+1,149
New +$360K 0.27% 110