PWA
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Principia Wealth Advisory’s Willis Towers Watson WTW Stock Holding History

Principia Wealth Advisory’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 		$920 Buy
3
+1
+50% +$307 ﹤0.01% 596
2025
Q1 		$630 Hold
2
– – ﹤0.01% 512
2024
Q4 		$626 Buy
+2
New +$626 ﹤0.01% 483