MWM
Mission Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
3,993
+1
| +0% | +$357 | 0.03% | 247 |
|
|
2025
Q1 | $1.59M | Sell |
3,992
-300
| -7% | -$120K | 0.04% | 209 |
|
|
2024
Q4 | $1.54M | Sell |
4,292
-308
| -7% | -$111K | 0.04% | 205 |
|
|
2024
Q3 | $1.59M | Buy |
4,600
+40
| +0.9% | +$13.8K | 0.04% | 200 |
|
|
2024
Q2 | $1.34M | Sell |
4,560
-1,281
| -22% | -$376K | 0.04% | 210 |
|
|
2024
Q1 | $1.95M | Sell |
5,841
-5
| -0.1% | -$1.67K | 0.05% | 182 |
|
|
2023
Q4 | $1.7M | Buy |
5,846
+56
| +1% | +$16.3K | 0.06% | 161 |
|
|
2023
Q3 | $1.88M | Buy |
5,790
+14
| +0.2% | +$4.54K | 0.07% | 133 |
|
|
2023
Q2 | $1.99M | Buy |
5,776
+4
| +0.1% | +$1.38K | 0.08% | 130 |
|
|
2023
Q1 | $1.82M | Buy |
5,772
+2,008
| +53% | +$633K | 0.08% | 135 |
|
|
2022
Q4 | $1.13M | Sell |
3,764
-7
| -0.2% | -$2.1K | 0.05% | 184 |
|
|
2022
Q3 | $1.01M | Buy |
3,771
+10
| +0.3% | +$2.68K | 0.05% | 175 |
|
|
2022
Q2 | $1.01M | Buy |
3,761
+39
| +1% | +$10.5K | 0.05% | 183 |
|
|
2022
Q1 | $1.21M | Hold |
3,722
| – | – | 0.06% | 160 |
|
|
2021
Q4 | $1.12M | Buy |
3,722
+360
| +11% | +$108K | 0.05% | 171 |
|
|
2021
Q3 | $961K | Buy |
3,362
+2
| +0.1% | +$572 | 0.05% | 175 |
|
|
2021
Q2 | $802K | Hold |
3,360
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $773K | Buy |
3,360
+10
| +0.3% | +$2.3K | 0.04% | 181 |
|
|
2020
Q4 | $708K | Sell |
3,350
-94
| -3% | -$19.9K | 0.04% | 178 |
|
|
2020
Q3 | $710K | Hold |
3,444
| – | – | 0.05% | 159 |
|
|
2020
Q2 | $663K | Buy |
3,444
+11
| +0.3% | +$2.12K | 0.06% | 155 |
|
|
2020
Q1 | $567K | Hold |
3,433
| – | – | 0.06% | 145 |
|
|
2019
Q4 | $715K | Sell |
3,433
-2
| -0.1% | -$417 | 0.07% | 144 |
|
|
2019
Q3 | $665K | Buy |
3,435
+2
| +0.1% | +$387 | 0.07% | 140 |
|
|
2019
Q2 | $663K | Sell |
3,433
-5
| -0.1% | -$966 | 0.07% | 138 |
|
|
2019
Q1 | $587K | Buy |
3,438
+5
| +0.1% | +$854 | 0.07% | 145 |
|
|
2018
Q4 | $499K | Sell |
3,433
-23
| -0.7% | -$3.34K | 0.07% | 145 |
|
|
2018
Q3 | $531K | Hold |
3,456
| – | – | 0.07% | 143 |
|
|
2018
Q2 | $474K | Buy |
3,456
+323
| +10% | +$44.3K | 0.07% | 146 |
|
|
2018
Q1 | $440K | Hold |
3,133
| – | – | 0.07% | 126 |
|
|
2017
Q4 | $420K | Sell |
3,133
-235
| -7% | -$31.5K | 0.07% | 121 |
|
|
2017
Q3 | $492K | Hold |
3,368
| – | – | 0.09% | 98 |
|
|
2017
Q2 | $448K | Sell |
3,368
-39
| -1% | -$5.19K | 0.09% | 107 |
|
|
2017
Q1 | $404K | Buy |
3,407
+39
| +1% | +$4.63K | 0.08% | 111 |
|
|
2016
Q4 | $376K | Buy |
3,368
+235
| +8% | +$26.2K | 0.07% | 113 |
|
|
2016
Q3 | $352K | Hold |
3,133
| – | – | 0.09% | 108 |
|
|
2016
Q2 | $342K | Hold |
3,133
| – | – | 0.09% | 100 |
|
|
2016
Q1 | $327K | Buy |
+3,133
| New | +$327K | 0.09% | 102 |
|