PWG
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Portside Wealth Group’s Willis Towers Watson WTW Stock Holding History

Portside Wealth Group’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$325K Sell
1,060
-120
-10% -$36.8K 0.05% 329
2025
Q1 		$399K Buy
1,180
+343
+41% +$116K 0.07% 267
2024
Q4 		$262K Buy
+837
New +$262K 0.04% 352