AO
Advisor OS’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-811
| Closed | -$291K | – | 426 |
|
|
2024
Q4 | $291K | Sell |
811
-232
| -22% | -$83.3K | 0.03% | 331 |
|
|
2024
Q3 | $361K | Sell |
1,043
-179
| -15% | -$61.9K | 0.04% | 288 |
|
|
2024
Q2 | $359K | Sell |
1,222
-285
| -19% | -$83.7K | 0.04% | 276 |
|
|
2024
Q1 | $503K | Sell |
1,507
-285
| -16% | -$95.1K | 0.06% | 235 |
|
|
2023
Q4 | $522K | Buy |
1,792
+212
| +13% | +$61.7K | 0.07% | 211 |
|
|
2023
Q3 | $512K | Buy |
1,580
+78
| +5% | +$25.3K | 0.08% | 185 |
|
|
2023
Q2 | $518K | Buy |
1,502
+51
| +4% | +$17.6K | 0.08% | 198 |
|
|
2023
Q1 | $457K | Buy |
1,451
+99
| +7% | +$31.2K | 0.11% | 171 |
|
|
2022
Q4 | $406K | Buy |
1,352
+312
| +30% | +$93.6K | 0.11% | 162 |
|
|
2022
Q3 | $279K | Hold |
1,040
| – | – | 0.08% | 165 |
|
|
2022
Q2 | $280K | Sell |
1,040
-52
| -5% | -$14K | 0.08% | 177 |
|
|
2022
Q1 | $355K | Sell |
1,092
-1,427
| -57% | -$464K | 0.1% | 166 |
|
|
2021
Q4 | $756K | Buy |
2,519
+91
| +4% | +$27.3K | 0.15% | 130 |
|
|
2021
Q3 | $695K | Sell |
2,428
-72
| -3% | -$20.6K | 0.15% | 125 |
|
|
2021
Q2 | $598K | Buy |
2,500
+871
| +53% | +$208K | 0.12% | 127 |
|
|
2021
Q1 | $374K | Buy |
1,629
+305
| +23% | +$70K | 0.08% | 139 |
|
|
2020
Q4 | $281K | Sell |
1,324
-222
| -14% | -$47.1K | 0.08% | 114 |
|
|
2020
Q3 | $319K | Buy |
+1,546
| New | +$319K | 0.13% | 77 |
|