GWM
Gitterman Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
622
-420
| -40% | -$150K | 0.05% | 128 |
|
|
2025
Q1 | $416K | Sell |
1,042
-993
| -49% | -$396K | 0.11% | 49 |
|
|
2024
Q4 | $731K | Buy |
2,035
+1,413
| +227% | +$508K | 0.31% | 20 |
|
|
2024
Q3 | $215K | Buy |
+622
| New | +$215K | 0.09% | 110 |
|
|
2024
Q2 | – | Sell |
-2,008
| Closed | -$670K | – | 111 |
|
|
2024
Q1 | $670K | Buy |
2,008
+426
| +27% | +$142K | 0.26% | 21 |
|
|
2023
Q4 | $461K | Buy |
1,582
+658
| +71% | +$192K | 0.21% | 26 |
|
|
2023
Q3 | $300K | Sell |
924
-785
| -46% | -$255K | 0.14% | 37 |
|
|
2023
Q2 | $590K | Buy |
1,709
+798
| +88% | +$276K | 0.28% | 19 |
|
|
2023
Q1 | $287K | Buy |
+911
| New | +$287K | 0.14% | 36 |
|