WANY
Wealthspire Advisors (New York)’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.2M | Sell |
233,162
-54,970
| -19% | -$19.6M | 0.47% | 31 |
|
|
2025
Q1 | $115M | Sell |
288,132
-8,730
| -3% | -$3.48M | 0.69% | 24 |
|
|
2024
Q4 | $107M | Buy |
296,862
+14,283
| +5% | +$5.13M | 1.06% | 20 |
|
|
2024
Q3 | $97.8M | Sell |
282,579
-21,696
| -7% | -$7.51M | 0.99% | 20 |
|
|
2024
Q2 | $89.3M | Buy |
304,275
+295,973
| +3,565% | +$86.9M | 1.14% | 17 |
|
|
2024
Q1 | $2.77M | Sell |
8,302
-2,440
| -23% | -$814K | 0.04% | 157 |
|
|
2023
Q4 | $3.13M | Buy |
10,742
+831
| +8% | +$242K | 0.04% | 145 |
|
|
2023
Q3 | $3.21M | Buy |
9,911
+5,631
| +132% | +$1.83M | 0.05% | 129 |
|
|
2023
Q2 | $1.48M | Buy |
4,280
+45
| +1% | +$15.5K | 0.02% | 187 |
|
|
2023
Q1 | $1.34M | Sell |
4,235
-460
| -10% | -$145K | 0.02% | 200 |
|
|
2022
Q4 | $1.41M | Buy |
4,695
+361
| +8% | +$108K | 0.03% | 199 |
|
|
2022
Q3 | $1.16M | Buy |
4,334
+68
| +2% | +$18.2K | 0.02% | 200 |
|
|
2022
Q2 | $1.15M | Buy |
4,266
+3,422
| +405% | +$922K | 0.02% | 200 |
|
|
2022
Q1 | $275K | Sell |
844
-3,636
| -81% | -$1.18M | 0.01% | 366 |
|
|
2021
Q4 | $1.35M | Buy |
4,480
+44
| +1% | +$13.2K | 0.03% | 189 |
|
|
2021
Q3 | $1.27M | Buy |
+4,436
| New | +$1.27M | 0.03% | 217 |
|
|
2021
Q2 | – | Sell |
-4,918
| Closed | -$1.13M | – | 386 |
|
|
2021
Q1 | $1.13M | Buy |
4,918
+678
| +16% | +$156K | 0.03% | 243 |
|
|
2020
Q4 | $896K | Buy |
4,240
+35
| +0.8% | +$7.4K | 0.03% | 219 |
|
|
2020
Q3 | $868K | Buy |
4,205
+723
| +21% | +$149K | 0.05% | 137 |
|
|
2020
Q2 | $671K | Sell |
3,482
-1,422
| -29% | -$274K | 0.05% | 133 |
|
|
2020
Q1 | $809K | Buy |
4,904
+1,258
| +35% | +$208K | 0.03% | 220 |
|
|
2019
Q4 | $760K | Buy |
3,646
+1,341
| +58% | +$280K | 0.06% | 79 |
|
|
2019
Q3 | $446K | Buy |
2,305
+992
| +76% | +$192K | 0.04% | 93 |
|
|
2019
Q2 | $253K | Buy |
+1,313
| New | +$253K | 0.02% | 81 |
|
|
2019
Q1 | – | Sell |
-215
| Closed | -$31K | – | 92 |
|
|
2018
Q4 | $31K | Buy |
+215
| New | +$31K | ﹤0.01% | 251 |
|