NWAM LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
1,121
+17
| +2% | +$6.06K | 0.03% | 374 |
|
|
2025
Q1 | $441K | Buy |
1,104
+4
| +0.4% | +$1.6K | 0.04% | 343 |
|
|
2024
Q4 | $395K | Buy |
1,100
+4
| +0.4% | +$1.44K | 0.02% | 427 |
|
|
2024
Q3 | $379K | Buy |
+1,096
| New | +$379K | 0.02% | 435 |
|
|
2023
Q4 | – | Sell |
-1,103
| Closed | -$358K | – | 554 |
|
|
2023
Q3 | $358K | Sell |
1,103
-244
| -18% | -$79.1K | 0.04% | 357 |
|
|
2023
Q2 | $465K | Buy |
+1,347
| New | +$465K | 0.04% | 341 |
|
|
2023
Q1 | – | Sell |
-1,464
| Closed | -$439K | – | 484 |
|
|
2022
Q4 | $439K | Buy |
1,464
+14
| +1% | +$4.2K | 0.04% | 335 |
|
|
2022
Q3 | $388K | Sell |
1,450
-62
| -4% | -$16.6K | 0.04% | 342 |
|
|
2022
Q2 | $408K | Buy |
1,512
+1
| +0.1% | +$270 | 0.04% | 348 |
|
|
2022
Q1 | $492K | Buy |
1,511
+12
| +0.8% | +$3.91K | 0.04% | 335 |
|
|
2021
Q4 | $451K | Sell |
1,499
-86
| -5% | -$25.9K | 0.04% | 346 |
|
|
2021
Q3 | $453K | Sell |
1,585
-13
| -0.8% | -$3.72K | 0.04% | 339 |
|
|
2021
Q2 | $382K | Sell |
1,598
-75
| -4% | -$17.9K | 0.04% | 343 |
|
|
2021
Q1 | $385K | Hold |
1,673
| – | – | 0.04% | 337 |
|
|
2020
Q4 | $353K | Buy |
+1,673
| New | +$353K | 0.04% | 317 |
|
|
2020
Q3 | – | Sell |
-1,690
| Closed | -$325K | – | 257 |
|
|
2020
Q2 | $325K | Hold |
1,690
| – | – | 0.05% | 314 |
|
|
2020
Q1 | $279 | Hold |
1,690
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $352K | Hold |
1,690
| – | – | 0.06% | 270 |
|
|
2019
Q3 | $327K | Hold |
1,690
| – | – | 0.06% | 267 |
|
|
2019
Q2 | $326K | Hold |
1,690
| – | – | 0.06% | 258 |
|
|
2019
Q1 | $288K | Sell |
1,690
-20
| -1% | -$3.41K | 0.06% | 271 |
|
|
2018
Q4 | $249K | Buy |
+1,710
| New | +$249K | 0.06% | 265 |
|