Beacon Capital Management LLC (Tennessee)’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 | $65.3K | Hold |
213
| – | – | 0.01% | 283 |
|
|
2025
Q1 | $71.8K | Buy |
213
+1
| +0.5% | +$337 | 0.01% | 250 |
|
|
2024
Q4 | $66.4K | Hold |
212
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $62.4K | Hold |
212
| – | – | 0.01% | 285 |
|
|
2024
Q2 | $55.6K | Buy |
212
+37
| +21% | +$9.7K | 0.01% | 267 |
|
|
2024
Q1 | $48.1K | Buy |
175
+101
| +136% | +$27.8K | 0.01% | 300 |
|
|
2023
Q4 | $15.5K | Hold |
74
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $17.4K | Hold |
74
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $17.4K | Hold |
74
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $17.2K | Hold |
74
| – | – | 0.01% | 387 |
|
|
2022
Q4 | $18.1K | Hold |
74
| – | – | 0.01% | 395 |
|
|
2022
Q3 | $14K | Hold |
74
| – | – | ﹤0.01% | 420 |
|
|
2022
Q2 | $17K | Hold |
74
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $17K | Buy |
+74
| New | +$17K | ﹤0.01% | 436 |
|