FWA
FSM Wealth Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
738
-27
| -4% | -$9.54K | 0.04% | 234 |
|
|
2025
Q1 | $305K | Buy |
765
+83
| +12% | +$33.1K | 0.07% | 154 |
|
|
2024
Q4 | $251K | Buy |
682
+39
| +6% | +$14.4K | 0.06% | 155 |
|
|
2024
Q3 | $222K | Buy |
+643
| New | +$222K | 0.06% | 171 |
|
|
2024
Q2 | – | Sell |
-610
| Closed | -$204K | – | 158 |
|
|
2024
Q1 | $204K | Buy |
+610
| New | +$204K | 0.07% | 160 |
|