Spire Wealth Management’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	$20.9K	Sell	72 -9	-11%	-$2.76K	﹤0.01%	1407
2025 Q4	$26.8K	Sell	81 -15	-16%	-$4.91K	﹤0.01%	1375
2025 Q3	$33.2K	Buy	96 +15	+19%	+$4.86K	﹤0.01%	1360
2025 Q2	$24.8K	Sell	81 -9	-10%	-$2.79K	﹤0.01%	1433
2025 Q1	$30.4K	Sell	90 -7	-7%	-$2.28K	﹤0.01%	1467
2024 Q4	$30.4K	Sell	97 -12	-11%	-$3.68K	﹤0.01%	1470
2024 Q3	$32.1K	Buy	109 +4	+4%	+$1.12K	﹤0.01%	1278
2024 Q2	$27.5K	Buy	105 +30	+40%	+$7.75K	﹤0.01%	1322
2024 Q1	$20.7K	Sell	75 -44	-37%	-$11.6K	﹤0.01%	1505
2023 Q4	$29.8K	Buy	119 +1	+0.8%	+$231	﹤0.01%	1383
2023 Q3	$24.7K	Buy	118 +17	+17%	+$3.63K	﹤0.01%	1424
2023 Q2	$23.9K	Buy	101 +27	+36%	+$6.22K	﹤0.01%	1517
2023 Q1	$17.2K	Buy	74 +19	+35%	+$4.59K	﹤0.01%	1678
2022 Q4	$13K	Hold	55	–	–	﹤0.01%	1531
2022 Q3	$11K	Sell	55 -314	-85%	-$64.8K	﹤0.01%	1550
2022 Q2	$73K	Buy	369 +314	+571%	+$67.3K	﹤0.01%	1155
2022 Q1	$13K	Sell	55 -46	-46%	-$10.5K	﹤0.01%	1961
2021 Q4	$24K	Buy	101 +46	+84%	+$10.9K	﹤0.01%	2057
2021 Q3	$13K	Hold	55	–	–	﹤0.01%	2019
2021 Q2	$13K	Sell	55 -30	-35%	-$7.46K	﹤0.01%	2042
2021 Q1	$19K	Buy	+85	New	+$18.5K	﹤0.01%	2175