Sequoia Financial 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	$1.07M	Buy	3,666 +16	+0.4%	+$4.91K	0.01%	865
2025 Q4	$1.2M	Buy	3,650 +2,011	+123%	+$658K	0.01%	802
2025 Q3	$566K	Buy	1,639 +12	+0.7%	+$3.89K	﹤0.01%	1069
2025 Q2	$499K	Buy	1,627 +62	+4%	+$19.2K	﹤0.01%	996
2025 Q1	$529K	Buy	1,565 +26	+2%	+$8.47K	﹤0.01%	832
2024 Q4	$482K	Sell	1,539 -3	-0.2%	-$920	﹤0.01%	821
2024 Q3	$454K	Buy	1,542 +353	+30%	+$98.8K	﹤0.01%	790
2024 Q2	$312K	Buy	1,189 +47	+4%	+$12.1K	﹤0.01%	872
2024 Q1	$314K	Sell	1,142 -548	-32%	-$144K	﹤0.01%	840
2023 Q4	$408K	Buy	+1,690	New	+$391K	0.01%	804
2019 Q2	–	Sell	-1,491	Closed	-$262K	–	390
2019 Q1	$262K	Hold	1,491	–	–	0.02%	301
2018 Q4	$226K	Buy	+1,491	New	+$223K	0.03%	253