TPWM
Twelve Points Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $962K | Buy |
2,695
+102
| +4% | +$36.4K | 0.26% | 98 |
|
|
2025
Q1 | $1.03M | Buy |
2,593
+66
| +3% | +$26.3K | 0.28% | 83 |
|
|
2024
Q4 | $908K | Buy |
2,527
+236
| +10% | +$84.8K | 0.26% | 88 |
|
|
2024
Q3 | $793K | Buy |
2,291
+211
| +10% | +$73K | 0.25% | 91 |
|
|
2024
Q2 | $611K | Buy |
2,080
+198
| +11% | +$58.1K | 0.21% | 103 |
|
|
2024
Q1 | $628K | Buy |
1,882
+112
| +6% | +$37.4K | 0.23% | 99 |
|
|
2023
Q4 | $515K | Buy |
1,770
+28
| +2% | +$8.15K | 0.24% | 108 |
|
|
2023
Q3 | $565K | Buy |
1,742
+76
| +5% | +$24.6K | 0.28% | 100 |
|
|
2023
Q2 | $575K | Buy |
1,666
+119
| +8% | +$41.1K | 0.31% | 92 |
|
|
2023
Q1 | $488K | Buy |
1,547
+167
| +12% | +$52.7K | 0.28% | 103 |
|
|
2022
Q4 | $414K | Buy |
1,380
+16
| +1% | +$4.8K | 0.28% | 108 |
|
|
2022
Q3 | $365K | Buy |
1,364
+200
| +17% | +$53.5K | 0.28% | 116 |
|
|
2022
Q2 | $314K | Buy |
1,164
+204
| +21% | +$55K | 0.24% | 135 |
|
|
2022
Q1 | $313K | Buy |
+960
| New | +$313K | 0.23% | 136 |
|