Carson Wealth (CWM LLC)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.53M | Buy |
29,527
+15,596
| +112% | +$5.18M | 0.03% | 574 |
|
|
2025
Q4 | $4.92M | Buy |
13,931
+2,471
| +22% | +$863K | 0.01% | 781 |
|
|
2025
Q3 | $4.09M | Buy |
11,460
+95
| +0.8% | +$34.4K | 0.01% | 798 |
|
|
2025
Q2 | $4.05M | Sell |
11,365
-938
| -8% | -$340K | 0.01% | 658 |
|
|
2025
Q1 | $4.91M | Sell |
12,303
-12
| -0.1% | -$4.6K | 0.02% | 535 |
|
|
2024
Q4 | $4.42M | Sell |
12,315
-1,662
| -12% | -$611K | 0.02% | 504 |
|
|
2024
Q3 | $4.84M | Buy |
13,977
+162
| +1% | +$53K | 0.02% | 449 |
|
|
2024
Q2 | $4.06M | Buy |
13,815
+8,035
| +139% | +$2.38M | 0.02% | 465 |
|
|
2024
Q1 | $1.93M | Sell |
5,780
-364
| -6% | -$113K | 0.01% | 629 |
|
|
2023
Q4 | $1.79M | Sell |
6,144
-743
| -11% | -$238K | 0.01% | 601 |
|
|
2023
Q3 | $2.23M | Buy |
6,887
+70
| +1% | +$23.2K | 0.01% | 519 |
|
|
2023
Q2 | $2.35M | Sell |
6,817
-1,154
| -14% | -$375K | 0.01% | 484 |
|
|
2023
Q1 | $2.51M | Sell |
7,971
-162
| -2% | -$50.1K | 0.02% | 443 |
|
|
2022
Q4 | $2.44M | Buy |
8,133
+782
| +11% | +$228K | 0.02% | 420 |
|
|
2022
Q3 | $1.97M | Buy |
7,351
+601
| +9% | +$170K | 0.02% | 423 |
|
|
2022
Q2 | $1.82M | Sell |
6,750
-278
| -4% | -$79.9K | 0.01% | 422 |
|
|
2022
Q1 | $2.29M | Sell |
7,028
-519
| -7% | -$151K | 0.02% | 387 |
|
|
2021
Q4 | $2.27M | Buy |
+7,547
| New | +$2.26M | 0.02% | 408 |
|
|
2021
Q2 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2021
Q1 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2020
Q4 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2020
Q3 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2020
Q2 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2020
Q1 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2019
Q4 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2019
Q3 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2019
Q2 | $2.43M | Hold |
10,167
| – | – | 0.02% | 383 |
|
|
2019
Q1 | $2.43M | Buy |
10,167
+9,698
| +2,068% | +$1.57M | 0.02% | 383 |
|
|
2018
Q4 | $68K | Buy |
469
+104
| +28% | +$16.2K | ﹤0.01% | 803 |
|
|
2018
Q3 | $56K | Sell |
365
-11
| -3% | -$1.61K | ﹤0.01% | 724 |
|
|
2018
Q2 | $52K | Buy |
376
+32
| +9% | +$4.51K | ﹤0.01% | 622 |
|
|
2018
Q1 | $48K | Sell |
344
-7
| -2% | -$980 | ﹤0.01% | 561 |
|
|
2017
Q4 | $47K | Sell |
351
-30
| -8% | -$4.27K | ﹤0.01% | 540 |
|
|
2017
Q3 | $56K | Buy |
381
+48
| +14% | +$6.7K | ﹤0.01% | 497 |
|
|
2017
Q2 | $44K | Hold |
333
| – | – | ﹤0.01% | 498 |
|
|
2017
Q1 | $40K | Sell |
333
-98
| -23% | -$11.3K | ﹤0.01% | 492 |
|
|
2016
Q4 | $48K | Buy |
431
+98
| +29% | +$10.9K | ﹤0.01% | 452 |
|
|
2016
Q3 | $37K | Hold |
333
| – | – | ﹤0.01% | 467 |
|
|
2016
Q2 | $36K | Hold |
333
| – | – | ﹤0.01% | 404 |
|
|
2016
Q1 | $35K | Buy |
333
+325
| +4,063% | +$30.5K | ﹤0.01% | 377 |
|
|
2015
Q4 | $1K | Buy |
+8
| New | +$745 | ﹤0.01% | 625 |
|
|
2014
Q1 | – | Sell |
-53
| Closed | -$4K | – | 163 |
|
|
2013
Q4 | $4K | Buy |
+53
| New | +$4.2K | ﹤0.01% | 539 |
|
Other funds holding AON
VCM
VPM