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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.09M | Buy |
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|
2025
Q2 | $4.05M | Sell |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $4.42M | Sell |
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|
2024
Q3 | $4.84M | Buy |
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|
2024
Q2 | $4.06M | Buy |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $2.23M | Buy |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $1.82M | Sell |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $2.27M | Buy |
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|
2021
Q2 | $2.43M | Hold |
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|
2021
Q1 | $2.43M | Hold |
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|
2020
Q4 | $2.43M | Hold |
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|
2020
Q3 | $2.43M | Hold |
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|
2020
Q2 | $2.43M | Hold |
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|
2020
Q1 | $2.43M | Hold |
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|
2019
Q4 | $2.43M | Hold |
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|
2019
Q3 | $2.43M | Hold |
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|
2019
Q2 | $2.43M | Hold |
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|
2019
Q1 | $2.43M | Buy |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $56K | Sell |
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|
2018
Q2 | $52K | Buy |
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|
2018
Q1 | $48K | Sell |
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|
2017
Q4 | $47K | Sell |
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|
2017
Q3 | $56K | Buy |
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|
2017
Q2 | $44K | Hold |
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|
2017
Q1 | $40K | Sell |
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|
2016
Q4 | $48K | Buy |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $35K | Buy |
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|
2015
Q4 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Buy |
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