Carson Wealth (CWM LLC)’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
11,365
-938
| -8% | -$335K | 0.01% | 658 |
|
|
2025
Q1 | $4.91M | Sell |
12,303
-12
| -0.1% | -$4.79K | 0.02% | 535 |
|
|
2024
Q4 | $4.42M | Sell |
12,315
-1,662
| -12% | -$597K | 0.02% | 504 |
|
|
2024
Q3 | $4.84M | Buy |
13,977
+162
| +1% | +$56.1K | 0.02% | 448 |
|
|
2024
Q2 | $4.06M | Buy |
13,815
+8,035
| +139% | +$2.36M | 0.02% | 464 |
|
|
2024
Q1 | $1.93M | Sell |
5,780
-364
| -6% | -$121K | 0.01% | 628 |
|
|
2023
Q4 | $1.79M | Sell |
6,144
-743
| -11% | -$216K | 0.01% | 600 |
|
|
2023
Q3 | $2.23M | Buy |
6,887
+70
| +1% | +$22.7K | 0.01% | 518 |
|
|
2023
Q2 | $2.35M | Sell |
6,817
-1,154
| -14% | -$398K | 0.01% | 483 |
|
|
2023
Q1 | $2.51M | Sell |
7,971
-162
| -2% | -$51.1K | 0.02% | 442 |
|
|
2022
Q4 | $2.44M | Buy |
8,133
+782
| +11% | +$235K | 0.02% | 418 |
|
|
2022
Q3 | $1.97M | Buy |
7,351
+601
| +9% | +$161K | 0.02% | 421 |
|
|
2022
Q2 | $1.82M | Sell |
6,750
-278
| -4% | -$75K | 0.01% | 421 |
|
|
2022
Q1 | $2.29M | Sell |
7,028
-519
| -7% | -$169K | 0.02% | 386 |
|
|
2021
Q4 | $2.27M | Buy |
+7,547
| New | +$2.27M | 0.02% | 407 |
|
|
2021
Q2 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2021
Q1 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2020
Q4 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2020
Q3 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2020
Q2 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2020
Q1 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2019
Q4 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2019
Q3 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2019
Q2 | $2.43M | Hold |
10,167
| – | – | 0.02% | 382 |
|
|
2019
Q1 | $2.43M | Buy |
10,167
+9,698
| +2,068% | +$2.32M | 0.02% | 382 |
|
|
2018
Q4 | $68K | Buy |
469
+104
| +28% | +$15.1K | ﹤0.01% | 801 |
|
|
2018
Q3 | $56K | Sell |
365
-11
| -3% | -$1.69K | ﹤0.01% | 722 |
|
|
2018
Q2 | $52K | Buy |
376
+32
| +9% | +$4.43K | ﹤0.01% | 620 |
|
|
2018
Q1 | $48K | Sell |
344
-7
| -2% | -$977 | ﹤0.01% | 560 |
|
|
2017
Q4 | $47K | Sell |
351
-30
| -8% | -$4.02K | ﹤0.01% | 539 |
|
|
2017
Q3 | $56K | Buy |
381
+48
| +14% | +$7.06K | ﹤0.01% | 496 |
|
|
2017
Q2 | $44K | Hold |
333
| – | – | ﹤0.01% | 497 |
|
|
2017
Q1 | $40K | Sell |
333
-98
| -23% | -$11.8K | ﹤0.01% | 491 |
|
|
2016
Q4 | $48K | Buy |
431
+98
| +29% | +$10.9K | ﹤0.01% | 451 |
|
|
2016
Q3 | $37K | Hold |
333
| – | – | ﹤0.01% | 466 |
|
|
2016
Q2 | $36K | Hold |
333
| – | – | ﹤0.01% | 403 |
|
|
2016
Q1 | $35K | Buy |
333
+325
| +4,063% | +$34.2K | ﹤0.01% | 376 |
|
|
2015
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 624 |
|
|
2014
Q1 | – | Sell |
-53
| Closed | -$4K | – | 157 |
|
|
2013
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 494 |
|