Altium Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.1M | Buy |
4,087
+391
| +11% | +$105K | 0.08% | 147 |
|
|
2022
Q1 | $1.2M | Buy |
3,696
+731
| +25% | +$238K | 0.08% | 138 |
|
|
2021
Q4 | $891K | Buy |
2,965
+613
| +26% | +$184K | 0.06% | 167 |
|
|
2021
Q3 | $672K | Sell |
2,352
-69
| -3% | -$19.7K | 0.05% | 188 |
|
|
2021
Q2 | $578K | Sell |
2,421
-50
| -2% | -$11.9K | 0.04% | 204 |
|
|
2021
Q1 | $569K | Sell |
2,471
-80
| -3% | -$18.4K | 0.05% | 193 |
|
|
2020
Q4 | $539K | Buy |
2,551
+28
| +1% | +$5.92K | 0.05% | 182 |
|
|
2020
Q3 | $520K | Buy |
2,523
+11
| +0.4% | +$2.27K | 0.05% | 157 |
|
|
2020
Q2 | $484K | Buy |
+2,512
| New | +$484K | 0.05% | 166 |
|
|
2020
Q1 | – | Sell |
-1,949
| Closed | -$406K | – | 326 |
|
|
2019
Q4 | $406K | Sell |
1,949
-35
| -2% | -$7.29K | 0.05% | 186 |
|
|
2019
Q3 | $384K | Buy |
1,984
+40
| +2% | +$7.74K | 0.05% | 188 |
|
|
2019
Q2 | $375K | Buy |
1,944
+10
| +0.5% | +$1.93K | 0.05% | 191 |
|
|
2019
Q1 | $330K | Sell |
1,934
-21
| -1% | -$3.58K | 0.05% | 204 |
|
|
2018
Q4 | $284K | Buy |
1,955
+340
| +21% | +$49.4K | 0.05% | 214 |
|
|
2018
Q3 | $248K | Buy |
1,615
+14
| +0.9% | +$2.15K | 0.05% | 239 |
|
|
2018
Q2 | $220K | Buy |
+1,601
| New | +$220K | 0.06% | 234 |
|