SVWAG
Sound View Wealth Advisors Group’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
1,924
-113
| -6% | -$40.3K | 0.05% | 233 |
|
|
2025
Q1 | $813K | Sell |
2,037
-10
| -0.5% | -$3.99K | 0.07% | 204 |
|
|
2024
Q4 | $735K | Buy |
2,047
+68
| +3% | +$24.4K | 0.06% | 217 |
|
|
2024
Q3 | $685K | Buy |
1,979
+9
| +0.5% | +$3.11K | 0.06% | 224 |
|
|
2024
Q2 | $578K | Sell |
1,970
-127
| -6% | -$37.3K | 0.06% | 224 |
|
|
2024
Q1 | $700K | Sell |
2,097
-1,356
| -39% | -$453K | 0.07% | 204 |
|
|
2023
Q4 | $1M | Sell |
3,453
-306
| -8% | -$89.1K | 0.11% | 156 |
|
|
2023
Q3 | $1.22M | Buy |
3,759
+201
| +6% | +$65.2K | 0.15% | 126 |
|
|
2023
Q2 | $1.23M | Buy |
3,558
+11
| +0.3% | +$3.8K | 0.16% | 124 |
|
|
2023
Q1 | $1.12M | Buy |
3,547
+94
| +3% | +$29.6K | 0.15% | 130 |
|
|
2022
Q4 | $1M | Buy |
3,453
+723
| +26% | +$210K | 0.11% | 156 |
|
|
2022
Q3 | $731K | Sell |
2,730
-7
| -0.3% | -$1.87K | 0.16% | 123 |
|
|
2022
Q2 | $738K | Sell |
2,737
-131
| -5% | -$35.3K | 0.15% | 129 |
|
|
2022
Q1 | $934K | Sell |
2,868
-1,381
| -33% | -$450K | 0.18% | 117 |
|
|
2021
Q4 | $1.28M | Sell |
4,249
-192
| -4% | -$57.7K | 0.24% | 103 |
|
|
2021
Q3 | $1.27M | Buy |
4,441
+15
| +0.3% | +$4.29K | 0.27% | 96 |
|
|
2021
Q2 | $1.06M | Buy |
4,426
+148
| +3% | +$35.3K | 0.22% | 109 |
|
|
2021
Q1 | $984K | Buy |
4,278
+369
| +9% | +$84.9K | 0.23% | 100 |
|
|
2020
Q4 | $826K | Buy |
3,909
+284
| +8% | +$60K | 0.2% | 114 |
|
|
2020
Q3 | $748K | Buy |
3,625
+98
| +3% | +$20.2K | 0.2% | 118 |
|
|
2020
Q2 | $679K | Buy |
3,527
+867
| +33% | +$167K | 0.19% | 113 |
|
|
2020
Q1 | $439K | Buy |
2,660
+199
| +8% | +$32.8K | 0.15% | 128 |
|
|
2019
Q4 | $513K | Buy |
2,461
+168
| +7% | +$35K | 0.14% | 136 |
|
|
2019
Q3 | $444K | Buy |
2,293
+578
| +34% | +$112K | 0.13% | 149 |
|
|
2019
Q2 | $331K | Buy |
+1,715
| New | +$331K | 0.1% | 179 |
|