Williamson Legacy 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	–	Sell	-6,005	Closed	-$2.03M	–	139
2025 Q1	$2.03M	Buy	6,005 +1,542	+35%	+$521K	1.93%	7
2024 Q4	$1.4M	Buy	4,463 +1,402	+46%	+$439K	0.93%	17
2024 Q3	$902K	Buy	+3,061	New	+$902K	0.6%	52