WJWM
Williams Jones Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
49,891
-20,660
| -29% | -$7.37M | 0.21% | 72 |
|
|
2025
Q1 | $28.2M | Sell |
70,551
-5,281
| -7% | -$2.11M | 0.36% | 54 |
|
|
2024
Q4 | $27.2M | Sell |
75,832
-1,653
| -2% | -$594K | 0.33% | 56 |
|
|
2024
Q3 | $26.8M | Sell |
77,485
-2,324
| -3% | -$804K | 0.31% | 59 |
|
|
2024
Q2 | $23.4M | Sell |
79,809
-23,897
| -23% | -$7.02M | 0.29% | 63 |
|
|
2024
Q1 | $34.6M | Sell |
103,706
-9,340
| -8% | -$3.12M | 0.44% | 50 |
|
|
2023
Q4 | $32.9M | Buy |
113,046
+3,113
| +3% | +$906K | 0.46% | 46 |
|
|
2023
Q3 | $35.6M | Sell |
109,933
-1,495
| -1% | -$485K | 0.55% | 41 |
|
|
2023
Q2 | $38.5M | Buy |
111,428
+2,182
| +2% | +$753K | 0.58% | 40 |
|
|
2023
Q1 | $34.4M | Sell |
109,246
-1,847
| -2% | -$582K | 0.54% | 44 |
|
|
2022
Q4 | $33.3M | Buy |
111,093
+822
| +0.7% | +$247K | 0.56% | 43 |
|
|
2022
Q3 | $29.5M | Sell |
110,271
-3,259
| -3% | -$873K | 0.51% | 41 |
|
|
2022
Q2 | $30.6M | Sell |
113,530
-7,202
| -6% | -$1.94M | 0.5% | 44 |
|
|
2022
Q1 | $39.3M | Sell |
120,732
-802
| -0.7% | -$261K | 0.55% | 45 |
|
|
2021
Q4 | $36.5M | Buy |
121,534
+3,066
| +3% | +$922K | 0.46% | 51 |
|
|
2021
Q3 | $33.9M | Sell |
118,468
-52,464
| -31% | -$15M | 0.47% | 51 |
|
|
2021
Q2 | $40.8M | Buy |
170,932
+2,569
| +2% | +$613K | 0.57% | 48 |
|
|
2021
Q1 | $38.7M | Buy |
168,363
+17,635
| +12% | +$4.06M | 0.61% | 42 |
|
|
2020
Q4 | $31.8M | Buy |
150,728
+6,116
| +4% | +$1.29M | 0.52% | 47 |
|
|
2020
Q3 | $29.8M | Buy |
144,612
+26,567
| +23% | +$5.48M | 0.55% | 45 |
|
|
2020
Q2 | $22.7M | Buy |
118,045
+113,174
| +2,323% | +$21.8M | 0.47% | 50 |
|
|
2020
Q1 | $804K | Sell |
4,871
-16
| -0.3% | -$2.64K | 0.02% | 185 |
|
|
2019
Q4 | $1.02M | Buy |
4,887
+3,450
| +240% | +$719K | 0.02% | 205 |
|
|
2019
Q3 | $278K | Buy |
+1,437
| New | +$278K | 0.01% | 357 |
|