GWMR
GC Wealth Management RIA’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
1,375
+565
| +70% | +$202K | 0.04% | 328 |
|
|
2025
Q1 | $323K | Sell |
810
-82
| -9% | -$32.7K | 0.06% | 240 |
|
|
2024
Q4 | $320K | Sell |
892
-47
| -5% | -$16.9K | 0.06% | 231 |
|
|
2024
Q3 | $325K | Sell |
939
-50
| -5% | -$17.3K | 0.06% | 241 |
|
|
2024
Q2 | $290K | Sell |
989
-48
| -5% | -$14.1K | 0.06% | 230 |
|
|
2024
Q1 | $346K | Buy |
1,037
+155
| +18% | +$51.7K | 0.07% | 204 |
|
|
2023
Q4 | $257K | Buy |
+882
| New | +$257K | 0.12% | 179 |
|