AE Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
721
+140
| +24% | +$50K | ﹤0.01% | 1187 |
|
|
2025
Q1 | $232K | Sell |
581
-206
| -26% | -$82.3K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $283K | Sell |
787
-35
| -4% | -$12.6K | ﹤0.01% | 1127 |
|
|
2024
Q3 | $285K | Sell |
822
-731
| -47% | -$253K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $456K | Buy |
1,553
+278
| +22% | +$81.6K | ﹤0.01% | 909 |
|
|
2024
Q1 | $426K | Sell |
1,275
-1,577
| -55% | -$526K | ﹤0.01% | 863 |
|
|
2023
Q4 | $861K | Sell |
2,852
-88
| -3% | -$26.6K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $953K | Sell |
2,940
-287
| -9% | -$93K | 0.01% | 1115 |
|
|
2023
Q2 | $1.11M | Buy |
3,227
+224
| +7% | +$77.3K | 0.01% | 1048 |
|
|
2023
Q1 | $947K | Sell |
3,003
-904
| -23% | -$285K | 0.01% | 1069 |
|
|
2022
Q4 | $1.17M | Buy |
3,907
+1,498
| +62% | +$450K | 0.01% | 922 |
|
|
2022
Q3 | $645K | Sell |
2,409
-15
| -0.6% | -$4.02K | 0.01% | 1115 |
|
|
2022
Q2 | $654K | Buy |
2,424
+989
| +69% | +$267K | 0.01% | 1062 |
|
|
2022
Q1 | $467K | Sell |
1,435
-13
| -0.9% | -$4.23K | ﹤0.01% | 1254 |
|
|
2021
Q4 | $435K | Buy |
1,448
+27
| +2% | +$8.11K | ﹤0.01% | 1297 |
|
|
2021
Q3 | $406K | Sell |
1,421
-3,579
| -72% | -$1.02M | ﹤0.01% | 1251 |
|
|
2021
Q2 | $1.19M | Sell |
5,000
-517
| -9% | -$123K | 0.01% | 778 |
|
|
2021
Q1 | $1.27M | Sell |
5,517
-679
| -11% | -$156K | 0.01% | 696 |
|
|
2020
Q4 | $1.31M | Sell |
6,196
-9
| -0.1% | -$1.9K | 0.01% | 623 |
|
|
2020
Q3 | $1.28M | Buy |
6,205
+363
| +6% | +$74.9K | 0.02% | 558 |
|
|
2020
Q2 | $1.13M | Buy |
5,842
+584
| +11% | +$112K | 0.02% | 582 |
|
|
2020
Q1 | $868K | Buy |
5,258
+3,496
| +198% | +$577K | 0.02% | 520 |
|
|
2019
Q4 | $367K | Sell |
1,762
-7
| -0.4% | -$1.46K | 0.01% | 830 |
|
|
2019
Q3 | $342K | Buy |
1,769
+38
| +2% | +$7.35K | 0.01% | 731 |
|
|
2019
Q2 | $334K | Buy |
+1,731
| New | +$334K | 0.01% | 713 |
|
|
2018
Q3 | – | Sell |
-2,263
| Closed | -$310K | – | 596 |
|
|
2018
Q2 | $310K | Buy |
+2,263
| New | +$310K | 0.02% | 323 |
|