Alliance Wealth Advisors (Utah)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
7,427
-668
| -8% | -$238K | 0.64% | 52 |
|
|
2025
Q1 | $3.23M | Buy |
8,095
+5,965
| +280% | +$2.38M | 0.84% | 39 |
|
|
2024
Q4 | $765K | Sell |
2,130
-30
| -1% | -$10.8K | 0.2% | 124 |
|
|
2024
Q3 | $747K | Buy |
2,160
+31
| +1% | +$10.7K | 0.2% | 119 |
|
|
2024
Q2 | $625K | Sell |
2,129
-23
| -1% | -$6.75K | 0.18% | 124 |
|
|
2024
Q1 | $718K | Buy |
2,152
+252
| +13% | +$84.1K | 0.21% | 107 |
|
|
2023
Q4 | $553K | Buy |
1,900
+29
| +2% | +$8.44K | 0.19% | 116 |
|
|
2023
Q3 | $607K | Buy |
1,871
+52
| +3% | +$16.9K | 0.22% | 97 |
|
|
2023
Q2 | $628K | Buy |
1,819
+80
| +5% | +$27.6K | 0.23% | 101 |
|
|
2023
Q1 | $548K | Sell |
1,739
-562
| -24% | -$177K | 0.22% | 110 |
|
|
2022
Q4 | $691K | Buy |
+2,301
| New | +$691K | 0.31% | 80 |
|