SWA
SOA Wealth Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Sell |
58
-12
| -17% | -$4.28K | ﹤0.01% | 496 |
|
|
2025
Q1 | $27.9K | Hold |
70
| – | – | 0.01% | 414 |
|
|
2024
Q4 | $25.1K | Hold |
70
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $24.2K | Hold |
70
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $20.6K | Sell |
70
-4
| -5% | -$1.17K | ﹤0.01% | 437 |
|
|
2024
Q1 | $24.7K | Hold |
74
| – | – | 0.01% | 410 |
|
|
2023
Q4 | $21.5K | Hold |
74
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $24K | Hold |
74
| – | – | 0.01% | 390 |
|
|
2023
Q2 | $25.5K | Hold |
74
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $23.3K | Hold |
74
| – | – | 0.01% | 398 |
|
|
2022
Q4 | $22.2K | Hold |
74
| – | – | 0.01% | 390 |
|
|
2022
Q3 | $19K | Sell |
74
-12
| -14% | -$3.08K | 0.01% | 393 |
|
|
2022
Q2 | $23K | Sell |
86
-389
| -82% | -$104K | 0.01% | 356 |
|
|
2022
Q1 | $154K | Hold |
475
| – | – | 0.04% | 189 |
|
|
2021
Q4 | $142K | Buy |
475
+54
| +13% | +$16.1K | 0.03% | 189 |
|
|
2021
Q3 | $120K | Sell |
421
-3
| -0.7% | -$855 | 0.03% | 203 |
|
|
2021
Q2 | $101K | Buy |
424
+256
| +152% | +$61K | 0.03% | 213 |
|
|
2021
Q1 | $38K | Buy |
168
+8
| +5% | +$1.81K | 0.01% | 299 |
|
|
2020
Q4 | $36K | Buy |
+160
| New | +$36K | 0.01% | 302 |
|