RZH
Relyea Zuckerberg Hanson’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
1,388
-39
| -3% | -$13.9K | 0.06% | 156 |
|
|
2025
Q1 | $570K | Buy |
1,427
+27
| +2% | +$10.8K | 0.08% | 126 |
|
|
2024
Q4 | $503K | Buy |
1,400
+17
| +1% | +$6.11K | 0.07% | 143 |
|
|
2024
Q3 | $479K | Sell |
1,383
-263
| -16% | -$91K | 0.07% | 137 |
|
|
2024
Q2 | $483K | Sell |
1,646
-37
| -2% | -$10.9K | 0.08% | 129 |
|
|
2024
Q1 | $562K | Sell |
1,683
-3
| -0.2% | -$1K | 0.1% | 114 |
|
|
2023
Q4 | $491K | Sell |
1,686
-2
| -0.1% | -$582 | 0.1% | 118 |
|
|
2023
Q3 | $547K | Buy |
1,688
+10
| +0.6% | +$3.24K | 0.12% | 100 |
|
|
2023
Q2 | $579K | Sell |
1,678
-9
| -0.5% | -$3.11K | 0.13% | 98 |
|
|
2023
Q1 | $532K | Buy |
1,687
+38
| +2% | +$12K | 0.13% | 97 |
|
|
2022
Q4 | $495K | Buy |
1,649
+78
| +5% | +$23.4K | 0.14% | 95 |
|
|
2022
Q3 | $421K | Buy |
1,571
+27
| +2% | +$7.24K | 0.15% | 93 |
|
|
2022
Q2 | $416K | Buy |
1,544
+30
| +2% | +$8.08K | 0.16% | 98 |
|
|
2022
Q1 | $500K | Buy |
1,514
+47
| +3% | +$15.5K | 0.16% | 95 |
|
|
2021
Q4 | $391K | Sell |
1,467
-33
| -2% | -$8.8K | 0.14% | 106 |
|
|
2021
Q3 | $429K | Sell |
1,500
-88
| -6% | -$25.2K | 0.17% | 92 |
|
|
2021
Q2 | $379K | Sell |
1,588
-14
| -0.9% | -$3.34K | 0.16% | 88 |
|
|
2021
Q1 | $375K | Buy |
1,602
+56
| +4% | +$13.1K | 0.17% | 82 |
|
|
2020
Q4 | $327K | Buy |
1,546
+157
| +11% | +$33.2K | 0.18% | 85 |
|
|
2020
Q3 | $296K | Hold |
1,389
| – | – | 0.19% | 89 |
|
|
2020
Q2 | $268K | Hold |
1,389
| – | – | 0.21% | 92 |
|
|
2020
Q1 | $229K | Hold |
1,389
| – | – | 0.25% | 93 |
|
|
2019
Q4 | $289K | Buy |
+1,389
| New | +$289K | 0.28% | 85 |
|