KL
KWMG LLC’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Buy |
18,488
+255
| +1% | +$91K | 0.62% | 57 |
|
|
2025
Q1 | $7.28M | Sell |
18,233
-117
| -0.6% | -$46.7K | 0.74% | 42 |
|
|
2024
Q4 | $6.59M | Sell |
18,350
-614
| -3% | -$221K | 0.68% | 52 |
|
|
2024
Q3 | $6.56M | Buy |
18,964
+15
| +0.1% | +$5.19K | 0.66% | 49 |
|
|
2024
Q2 | $5.56M | Buy |
18,949
+1,011
| +6% | +$297K | 0.6% | 62 |
|
|
2024
Q1 | $5.99M | Buy |
17,938
+342
| +2% | +$114K | 0.66% | 55 |
|
|
2023
Q4 | $5.12M | Sell |
17,596
-166
| -0.9% | -$48.3K | 0.6% | 61 |
|
|
2023
Q3 | $5.76M | Buy |
17,762
+75
| +0.4% | +$24.3K | 0.72% | 42 |
|
|
2023
Q2 | $6.11M | Buy |
17,687
+479
| +3% | +$165K | 0.76% | 39 |
|
|
2023
Q1 | $5.43M | Buy |
17,208
+174
| +1% | +$54.9K | 0.73% | 38 |
|
|
2022
Q4 | $5.11M | Sell |
17,034
-102
| -0.6% | -$30.6K | 0.73% | 40 |
|
|
2022
Q3 | $4.59M | Buy |
17,136
+449
| +3% | +$120K | 0.71% | 43 |
|
|
2022
Q2 | $4.5M | Buy |
16,687
+515
| +3% | +$139K | 0.68% | 44 |
|
|
2022
Q1 | $5.27M | Sell |
16,172
-601
| -4% | -$196K | 0.72% | 41 |
|
|
2021
Q4 | $5.04M | Sell |
16,773
-671
| -4% | -$202K | 0.68% | 44 |
|
|
2021
Q3 | $4.99M | Buy |
17,444
+183
| +1% | +$52.3K | 0.73% | 36 |
|
|
2021
Q2 | $4.06M | Buy |
17,261
+132
| +0.8% | +$31K | 0.61% | 52 |
|
|
2021
Q1 | $3.94M | Sell |
17,129
-1,136
| -6% | -$261K | 0.63% | 52 |
|
|
2020
Q4 | $3.86M | Sell |
18,265
-167
| -0.9% | -$35.3K | 0.69% | 49 |
|
|
2020
Q3 | $3.8M | Buy |
18,432
+216
| +1% | +$44.6K | 0.77% | 35 |
|
|
2020
Q2 | $3.51M | Buy |
18,216
+1,030
| +6% | +$198K | 0.76% | 36 |
|
|
2020
Q1 | $2.84M | Sell |
17,186
-209
| -1% | -$34.5K | 0.76% | 35 |
|
|
2019
Q4 | $3.62M | Buy |
17,395
+445
| +3% | +$92.7K | 0.79% | 28 |
|
|
2019
Q3 | $3.28M | Buy |
16,950
+226
| +1% | +$43.7K | 0.79% | 30 |
|
|
2019
Q2 | $3.23M | Buy |
16,724
+358
| +2% | +$69.1K | 0.78% | 27 |
|
|
2019
Q1 | $2.79M | Sell |
16,366
-341
| -2% | -$58.2K | 0.69% | 27 |
|
|
2018
Q4 | $2.43M | Buy |
16,707
+469
| +3% | +$68.2K | 0.66% | 30 |
|
|
2018
Q3 | $2.5M | Sell |
16,238
-597
| -4% | -$91.8K | 0.64% | 38 |
|
|
2018
Q2 | $2.31M | Buy |
16,835
+747
| +5% | +$102K | 0.63% | 45 |
|
|
2018
Q1 | $2.26M | Buy |
16,088
+698
| +5% | +$98K | 0.66% | 39 |
|
|
2017
Q4 | $2.06M | Buy |
15,390
+743
| +5% | +$99.5K | 0.62% | 43 |
|
|
2017
Q3 | $2.14M | Buy |
14,647
+463
| +3% | +$67.6K | 0.71% | 32 |
|
|
2017
Q2 | $1.89M | Buy |
14,184
+806
| +6% | +$107K | 0.67% | 34 |
|
|
2017
Q1 | $1.59M | Buy |
13,378
+2,239
| +20% | +$266K | 0.61% | 38 |
|
|
2016
Q4 | $1.24M | Buy |
11,139
+1,636
| +17% | +$182K | 0.54% | 56 |
|
|
2016
Q3 | $1.07M | Buy |
9,503
+820
| +9% | +$92.2K | 0.52% | 53 |
|
|
2016
Q2 | $948K | Buy |
8,683
+518
| +6% | +$56.6K | 0.51% | 52 |
|
|
2016
Q1 | $853K | Buy |
8,165
+1,295
| +19% | +$135K | 0.5% | 60 |
|
|
2015
Q4 | $633K | Buy |
6,870
+1,285
| +23% | +$118K | 0.43% | 69 |
|
|
2015
Q3 | $495K | Buy |
5,585
+1,020
| +22% | +$90.4K | 0.37% | 77 |
|
|
2015
Q2 | $455K | Buy |
+4,565
| New | +$455K | 0.33% | 86 |
|