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Triangle Securities Wealth Management’s Willis Towers Watson WTW Stock Holding History

Triangle Securities Wealth Management’s Portfolio WTW Stock Details WTW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-640
Closed -$200K – 206
2024
Q4 		$200K Buy
+640
New +$200K 0.05% 196
2013
Q3 		– Sell
-2,000
Closed -$82K – 389
2013
Q2 		$82K Buy
+2,000
New +$82K 0.06% 188