LWAM
Legacy Wealth Asset Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
3,242
+33
| +1% | +$11.8K | 0.29% | 88 |
|
|
2025
Q1 | $1.28M | Sell |
3,209
-34
| -1% | -$13.6K | 0.35% | 78 |
|
|
2024
Q4 | $1.16M | Sell |
3,243
-32
| -1% | -$11.5K | 0.32% | 83 |
|
|
2024
Q3 | $1.13M | Buy |
3,275
+24
| +0.7% | +$8.3K | 0.3% | 92 |
|
|
2024
Q2 | $954K | Buy |
3,251
+136
| +4% | +$39.9K | 0.27% | 98 |
|
|
2024
Q1 | $1.04M | Buy |
3,115
+42
| +1% | +$14K | 0.29% | 95 |
|
|
2023
Q4 | $894K | Buy |
3,073
+29
| +1% | +$8.44K | 0.29% | 100 |
|
|
2023
Q3 | $987K | Sell |
3,044
-5,194
| -63% | -$1.68M | 0.36% | 88 |
|
|
2023
Q2 | $2.84M | Sell |
8,238
-19
| -0.2% | -$6.56K | 0.99% | 11 |
|
|
2023
Q1 | $2.6M | Buy |
8,257
+37
| +0.5% | +$11.7K | 0.94% | 11 |
|
|
2022
Q4 | $2.47M | Buy |
8,220
+5,609
| +215% | +$1.68M | 0.94% | 10 |
|
|
2022
Q3 | $699K | Sell |
2,611
-1,811
| -41% | -$485K | 0.31% | 109 |
|
|
2022
Q2 | $1.19M | Buy |
4,422
+780
| +21% | +$210K | 0.48% | 51 |
|
|
2022
Q1 | $1.19M | Buy |
3,642
+905
| +33% | +$295K | 0.42% | 66 |
|
|
2021
Q4 | $823K | Buy |
2,737
+701
| +34% | +$211K | 0.28% | 144 |
|
|
2021
Q3 | $582K | Sell |
2,036
-34
| -2% | -$9.72K | 0.27% | 148 |
|
|
2021
Q2 | $494K | Sell |
2,070
-77
| -4% | -$18.4K | 0.22% | 172 |
|
|
2021
Q1 | $494K | Sell |
2,147
-11
| -0.5% | -$2.53K | 0.23% | 172 |
|
|
2020
Q4 | $456K | Buy |
+2,158
| New | +$456K | 0.23% | 168 |
|