DWM
Diversify Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
2,846
-184
| -6% | -$66.9K | 0.06% | 265 |
|
|
2025
Q1 | $1.06M | Buy |
3,030
+1,985
| +190% | +$695K | 0.08% | 235 |
|
|
2024
Q4 | $365K | Buy |
1,045
+125
| +14% | +$43.7K | 0.03% | 405 |
|
|
2024
Q3 | $330K | Sell |
920
-174
| -16% | -$62.3K | 0.03% | 378 |
|
|
2024
Q2 | $359K | Buy |
+1,094
| New | +$359K | 0.04% | 328 |
|