FWM
Focused Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
1,214
| – | – | 0.05% | 105 |
|
|
2025
Q1 | $484K | Hold |
1,214
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $436K | Sell |
1,214
-24
| -2% | -$8.62K | 0.06% | 94 |
|
|
2024
Q3 | $428K | Hold |
1,238
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $363K | Buy |
+1,238
| New | +$363K | 0.05% | 100 |
|
|
2024
Q1 | – | Sell |
-24
| Closed | -$6.98K | – | 216 |
|
|
2023
Q4 | $6.98K | Buy |
+24
| New | +$6.98K | ﹤0.01% | 594 |
|