SWK
Stephen W. Kidder’s Aon AON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-625
| Closed | -$249K | – | 75 |
|
2025
Q1 | $249K | Hold |
625
| – | – | 0.08% | 66 |
|
2024
Q4 | $224K | Hold |
625
| – | – | 0.07% | 64 |
|
2024
Q3 | $216K | Buy |
+625
| New | +$216K | 0.06% | 70 |
|
2024
Q2 | – | Sell |
-625
| Closed | -$209K | – | 72 |
|
2024
Q1 | $209K | Sell |
625
-350
| -36% | -$117K | 0.07% | 70 |
|
2023
Q4 | $284K | Hold |
975
| – | – | 0.09% | 63 |
|
2023
Q3 | $316K | Hold |
975
| – | – | 0.11% | 63 |
|
2023
Q2 | $337K | Hold |
975
| – | – | 0.11% | 63 |
|
2023
Q1 | $307K | Hold |
975
| – | – | 0.11% | 64 |
|
2022
Q4 | $293K | Hold |
975
| – | – | 0.11% | 65 |
|
2022
Q3 | $261K | Hold |
975
| – | – | 0.11% | 58 |
|
2022
Q2 | $263K | Hold |
975
| – | – | 0.1% | 62 |
|
2022
Q1 | $317K | Buy |
+975
| New | +$317K | 0.1% | 63 |
|