AWA
Amplius Wealth Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
1,352
-2
| -0.1% | -$713 | 0.04% | 123 |
|
|
2025
Q1 | $540K | Buy |
1,354
+47
| +4% | +$18.8K | 0.06% | 108 |
|
|
2024
Q4 | $469K | Sell |
1,307
-24
| -2% | -$8.62K | 0.05% | 112 |
|
|
2024
Q3 | $460K | Buy |
1,331
+31
| +2% | +$10.7K | 0.05% | 103 |
|
|
2024
Q2 | $382K | Buy |
1,300
+10
| +0.8% | +$2.94K | 0.04% | 111 |
|
|
2024
Q1 | $430K | Sell |
1,290
-16
| -1% | -$5.34K | 0.05% | 107 |
|
|
2023
Q4 | $380K | Buy |
1,306
+466
| +55% | +$136K | 0.05% | 113 |
|
|
2023
Q3 | $272K | Sell |
840
-274
| -25% | -$88.8K | 0.04% | 126 |
|
|
2023
Q2 | $384K | Buy |
1,114
+407
| +58% | +$140K | 0.05% | 114 |
|
|
2023
Q1 | $223K | Buy |
+707
| New | +$223K | 0.03% | 149 |
|
|
2022
Q1 | – | Sell |
-217
| Closed | -$65K | – | 215 |
|
|
2021
Q4 | $65K | Buy |
+217
| New | +$65K | 0.01% | 295 |
|