SWA
Sutton Wealth Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $40.2K | Buy |
124
+12
| +11% | +$3.89K | 0.02% | 256 |
|
|
2023
Q2 | $38.7K | Hold |
112
| – | – | 0.02% | 258 |
|
|
2023
Q1 | $35.3K | Sell |
112
-2
| -2% | -$631 | 0.02% | 241 |
|
|
2022
Q4 | $34.2K | Sell |
114
-1
| -0.9% | -$300 | 0.01% | 504 |
|
|
2022
Q3 | $30.8K | Hold |
115
| – | – | 0.01% | 515 |
|
|
2022
Q2 | $31K | Buy |
115
+11
| +11% | +$2.97K | 0.01% | 522 |
|
|
2022
Q1 | $33.9K | Buy |
104
+4
| +4% | +$1.3K | 0.01% | 531 |
|
|
2021
Q4 | $30.1K | Sell |
100
-5
| -5% | -$1.5K | 0.01% | 581 |
|
|
2021
Q3 | $30K | Buy |
105
+2
| +2% | +$572 | 0.01% | 559 |
|
|
2021
Q2 | $24.6K | Hold |
103
| – | – | 0.01% | 641 |
|
|
2021
Q1 | $23.7K | Buy |
103
+3
| +3% | +$690 | 0.01% | 622 |
|
|
2020
Q4 | $21.1K | Buy |
100
+5
| +5% | +$1.06K | 0.01% | 593 |
|
|
2020
Q3 | $19.6K | Hold |
95
| – | – | 0.01% | 549 |
|
|
2020
Q2 | $18.3K | Buy |
95
+4
| +4% | +$770 | 0.01% | 561 |
|
|
2020
Q1 | $15K | Buy |
91
+3
| +3% | +$495 | 0.01% | 546 |
|
|
2019
Q4 | $18.3K | Hold |
88
| – | – | 0.01% | 637 |
|
|
2019
Q3 | $17K | Hold |
88
| – | – | 0.01% | 632 |
|
|
2019
Q2 | $17K | Buy |
88
+4
| +5% | +$772 | 0.01% | 629 |
|
|
2019
Q1 | $14.3K | Buy |
84
+8
| +11% | +$1.37K | 0.01% | 684 |
|
|
2018
Q4 | $11K | Hold |
76
| – | – | 0.01% | 716 |
|
|
2018
Q3 | $11.7K | Hold |
76
| – | – | 0.01% | 757 |
|
|
2018
Q2 | $10.4K | Hold |
76
| – | – | 0.01% | 821 |
|
|
2018
Q1 | $10.7K | Hold |
76
| – | – | 0.01% | 795 |
|
|
2017
Q4 | $10.2K | Hold |
76
| – | – | 0.01% | 771 |
|
|
2017
Q3 | $11.1K | Hold |
76
| – | – | 0.01% | 742 |
|
|
2017
Q2 | $10.1K | Hold |
76
| – | – | 0.01% | 748 |
|
|
2017
Q1 | $9.02K | Hold |
76
| – | – | 0.01% | 735 |
|
|
2016
Q4 | $8.48K | Hold |
76
| – | – | 0.01% | 732 |
|
|
2016
Q3 | $8.55K | Hold |
76
| – | – | 0.01% | 700 |
|
|
2016
Q2 | $8.3K | Hold |
76
| – | – | 0.01% | 672 |
|
|
2016
Q1 | $7.94K | Buy |
+76
| New | +$7.94K | 0.01% | 654 |
|