TWA
TCI Wealth Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
592
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $236K | Buy |
592
+12
| +2% | +$4.79K | 0.02% | 197 |
|
|
2024
Q4 | $208K | Sell |
580
-114
| -16% | -$40.9K | 0.02% | 216 |
|
|
2024
Q3 | $240K | Buy |
+694
| New | +$240K | 0.02% | 209 |
|
|
2024
Q2 | – | Sell |
-675
| Closed | -$225K | – | 224 |
|
|
2024
Q1 | $225K | Buy |
+675
| New | +$225K | 0.02% | 196 |
|
|
2023
Q4 | – | Sell |
-668
| Closed | -$217K | – | 207 |
|
|
2023
Q3 | $217K | Buy |
668
+7
| +1% | +$2.27K | 0.03% | 181 |
|
|
2023
Q2 | $228K | Hold |
661
| – | – | 0.03% | 171 |
|
|
2023
Q1 | $208K | Sell |
661
-2
| -0.3% | -$631 | 0.03% | 181 |
|
|
2022
Q4 | $199K | Buy |
663
+1
| +0.2% | +$300 | 0.03% | 179 |
|
|
2022
Q3 | $177K | Buy |
662
+93
| +16% | +$24.9K | 0.03% | 176 |
|
|
2022
Q2 | $153K | Sell |
569
-60
| -10% | -$16.1K | 0.02% | 196 |
|
|
2022
Q1 | $205K | Buy |
629
+25
| +4% | +$8.15K | 0.03% | 172 |
|
|
2021
Q4 | $182K | Buy |
604
+24
| +4% | +$7.23K | 0.03% | 187 |
|
|
2021
Q3 | $166K | Sell |
580
-6
| -1% | -$1.72K | 0.03% | 195 |
|
|
2021
Q2 | $140K | Sell |
586
-20
| -3% | -$4.78K | 0.02% | 203 |
|
|
2021
Q1 | $139K | Buy |
606
+31
| +5% | +$7.11K | 0.06% | 183 |
|
|
2020
Q4 | $121K | Hold |
575
| – | – | 0.05% | 185 |
|
|
2020
Q3 | $119K | Hold |
575
| – | – | 0.05% | 173 |
|
|
2020
Q2 | $111K | Buy |
575
+6
| +1% | +$1.16K | 0.05% | 187 |
|
|
2020
Q1 | $94K | Sell |
569
-417
| -42% | -$68.9K | 0.05% | 200 |
|
|
2019
Q4 | $205K | Buy |
986
+304
| +45% | +$63.2K | 0.08% | 168 |
|
|
2019
Q3 | $132K | Buy |
682
+274
| +67% | +$53K | 0.06% | 180 |
|
|
2019
Q2 | $79K | Hold |
408
| – | – | 0.04% | 244 |
|
|
2019
Q1 | $70K | Sell |
408
-6
| -1% | -$1.03K | 0.03% | 283 |
|
|
2018
Q4 | $60K | Sell |
414
-13
| -3% | -$1.88K | 0.03% | 277 |
|
|
2018
Q3 | $66K | Hold |
427
| – | – | 0.03% | 285 |
|
|
2018
Q2 | $59K | Buy |
427
+6
| +1% | +$829 | 0.03% | 292 |
|
|
2018
Q1 | $59K | Sell |
421
-100
| -19% | -$14K | 0.03% | 299 |
|
|
2017
Q4 | $70K | Buy |
521
+100
| +24% | +$13.4K | 0.03% | 285 |
|
|
2017
Q3 | $62K | Hold |
421
| – | – | 0.03% | 282 |
|
|
2017
Q2 | $56K | Buy |
421
+19
| +5% | +$2.53K | 0.03% | 290 |
|
|
2017
Q1 | $48K | Sell |
402
-8
| -2% | -$955 | 0.03% | 306 |
|
|
2016
Q4 | $46K | Hold |
410
| – | – | 0.02% | 337 |
|
|
2016
Q3 | $46K | Buy |
410
+15
| +4% | +$1.68K | 0.03% | 310 |
|
|
2016
Q2 | $43K | Hold |
395
| – | – | 0.02% | 314 |
|
|
2016
Q1 | $41K | Buy |
395
+18
| +5% | +$1.87K | 0.02% | 327 |
|
|
2015
Q4 | $35K | Buy |
377
+44
| +13% | +$4.09K | 0.02% | 346 |
|
|
2015
Q3 | $30K | Buy |
333
+139
| +72% | +$12.5K | 0.02% | 339 |
|
|
2015
Q2 | $19K | Hold |
194
| – | – | 0.01% | 410 |
|
|
2015
Q1 | $19K | Buy |
194
+13
| +7% | +$1.27K | 0.01% | 358 |
|
|
2014
Q4 | $17K | Buy |
181
+34
| +23% | +$3.19K | 0.01% | 369 |
|
|
2014
Q3 | $13K | Buy |
+147
| New | +$13K | 0.01% | 393 |
|
|
2014
Q1 | – | Sell |
-155
| Closed | -$13K | – | 881 |
|
|
2013
Q4 | $13K | Sell |
155
-10
| -6% | -$839 | 0.01% | 381 |
|
|
2013
Q3 | $0 | Buy |
+165
| New | – | ﹤0.01% | 782 |
|