180 Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-609
| Closed | -$211K | – | 435 |
|
|
2024
Q3 | $211K | Buy |
+609
| New | +$211K | 0.03% | 403 |
|
|
2024
Q2 | – | Sell |
-910
| Closed | -$304K | – | 435 |
|
|
2024
Q1 | $304K | Buy |
910
+53
| +6% | +$17.7K | 0.05% | 295 |
|
|
2023
Q4 | $247K | Buy |
857
+202
| +31% | +$58.2K | 0.05% | 314 |
|
|
2023
Q3 | $212K | Buy |
655
+26
| +4% | +$8.43K | 0.05% | 322 |
|
|
2023
Q2 | $213K | Buy |
+629
| New | +$213K | 0.05% | 320 |
|
|
2023
Q1 | – | Sell |
-622
| Closed | -$202K | – | 367 |
|
|
2022
Q4 | $202K | Buy |
+622
| New | +$202K | 0.05% | 335 |
|
|
2022
Q3 | – | Sell |
-896
| Closed | -$245K | – | 359 |
|
|
2022
Q2 | $245K | Sell |
896
-131
| -13% | -$35.8K | 0.06% | 306 |
|
|
2022
Q1 | $340K | Sell |
1,027
-55
| -5% | -$18.2K | 0.07% | 252 |
|
|
2021
Q4 | $288K | Sell |
1,082
-318
| -23% | -$84.6K | 0.06% | 284 |
|
|
2021
Q3 | $433K | Sell |
1,400
-630
| -31% | -$195K | 0.1% | 211 |
|
|
2021
Q2 | $543K | Sell |
2,030
-18
| -0.9% | -$4.82K | 0.12% | 159 |
|
|
2021
Q1 | $519K | Sell |
2,048
-111
| -5% | -$28.1K | 0.13% | 154 |
|
|
2020
Q4 | $452K | Buy |
2,159
+182
| +9% | +$38.1K | 0.13% | 162 |
|
|
2020
Q3 | $408K | Buy |
1,977
+752
| +61% | +$155K | 0.15% | 139 |
|
|
2020
Q2 | $249K | Buy |
+1,225
| New | +$249K | 0.1% | 205 |
|
|
2020
Q1 | – | Sell |
-962
| Closed | -$201K | – | 227 |
|
|
2019
Q4 | $201K | Sell |
962
-404
| -30% | -$84.4K | 0.08% | 247 |
|
|
2019
Q3 | $261K | Buy |
+1,366
| New | +$261K | 0.12% | 206 |
|