AWM
Accurate Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
12,177
+8
| +0.1% | +$2.87K | 0.67% | 25 |
|
|
2025
Q1 | $4.58M | Sell |
12,169
-43
| -0.4% | -$16.2K | 0.87% | 19 |
|
|
2024
Q4 | $4.27M | Sell |
12,212
-206
| -2% | -$72K | 0.82% | 22 |
|
|
2024
Q3 | $4.44M | Sell |
12,418
-299
| -2% | -$107K | 0.89% | 20 |
|
|
2024
Q2 | $3.78M | Sell |
12,717
-279
| -2% | -$82.9K | 0.91% | 20 |
|
|
2024
Q1 | $4.03M | Sell |
12,996
-329
| -2% | -$102K | 1.18% | 19 |
|
|
2023
Q4 | $3.98M | Sell |
13,325
-142
| -1% | -$42.4K | 1.24% | 16 |
|
|
2023
Q3 | $4.41M | Buy |
13,467
+13
| +0.1% | +$4.26K | 1.38% | 13 |
|
|
2023
Q2 | $4.53M | Sell |
13,454
-82
| -0.6% | -$27.6K | 1.41% | 11 |
|
|
2023
Q1 | $4.33M | Buy |
13,536
+122
| +0.9% | +$39K | 1.49% | 14 |
|
|
2022
Q4 | $4.12M | Buy |
13,414
+26
| +0.2% | +$7.99K | 1.52% | 10 |
|
|
2022
Q3 | $5.08M | Buy |
+13,388
| New | +$5.08M | 2.12% | 8 |
|