WF
WoodTrust Financial’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Hold |
6,085
| – | – | 0.28% | 50 |
|
|
2025
Q1 | $2.43M | Hold |
6,085
| – | – | 0.34% | 47 |
|
|
2024
Q4 | $2.19M | Hold |
6,085
| – | – | 0.31% | 52 |
|
|
2024
Q3 | $2.11M | Hold |
6,085
| – | – | 0.3% | 56 |
|
|
2024
Q2 | $1.79M | Buy |
6,085
+797
| +15% | +$234K | 0.28% | 64 |
|
|
2024
Q1 | $1.77K | Buy |
5,288
+128
| +2% | +$43 | 0.28% | 62 |
|
|
2023
Q4 | $1.5M | Buy |
5,160
+85
| +2% | +$24.7K | 0.26% | 60 |
|
|
2023
Q3 | $1.65M | Sell |
5,075
-50
| -1% | -$16.2K | 0.31% | 59 |
|
|
2023
Q2 | $1.77M | Hold |
5,125
| – | – | 0.33% | 56 |
|
|
2023
Q1 | $1.62M | Hold |
5,125
| – | – | 0.31% | 56 |
|
|
2022
Q4 | $1.54M | Hold |
5,125
| – | – | 0.32% | 53 |
|
|
2022
Q3 | $1.37M | Buy |
5,125
+350
| +7% | +$93.8K | 0.31% | 56 |
|
|
2022
Q2 | $1.29M | Buy |
4,775
+200
| +4% | +$53.9K | 0.29% | 55 |
|
|
2022
Q1 | $1.49M | Buy |
4,575
+1,225
| +37% | +$399K | 0.3% | 51 |
|
|
2021
Q4 | $1.01M | Buy |
3,350
+310
| +10% | +$93.1K | 0.21% | 67 |
|
|
2021
Q3 | $869K | Buy |
3,040
+1,525
| +101% | +$436K | 0.2% | 62 |
|
|
2021
Q2 | $361K | Buy |
+1,515
| New | +$361K | 0.1% | 82 |
|