WR Wealth Planners’s Willis Towers Watson WTW Stock Holding History

WR Wealth Planners’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.51K	Buy
2024 Q3	$2.06K	Sell
2024 Q2	$5.24K	Hold
2024 Q1	$5.5K	Buy
2023 Q4	–	Sell
2023 Q3	$6.48K	Buy