Pinnacle Wealth Planning Services’s Willis Towers Watson WTW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio WTW Stock Details WTW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Sell
2025 Q4	$171K	Buy
2024 Q4	–	Sell
2024 Q3	$237K	Hold
2024 Q2	$211K	Buy
2024 Q1	$220K	Buy
2023 Q1	–	Sell
2022 Q4	$208K	Buy
2021 Q1	–	Sell
2020 Q4	$91K	Buy