Stonegate Investment Group’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
716
+81
+13% +$24.8K 0.01% 361
2025
Q1
$215K Sell
635
-88
-12% -$29.7K 0.01% 323
2024
Q4
$226K Buy
+723
New +$226K 0.01% 311