Annex Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-517
| Closed | -$206K | – | 325 |
|
|
2025
Q1 | $206K | Buy |
+517
| New | +$206K | 0.01% | 291 |
|
|
2024
Q2 | – | Sell |
-733
| Closed | -$244K | – | 286 |
|
|
2024
Q1 | $244K | Buy |
+733
| New | +$244K | 0.01% | 248 |
|
|
2023
Q3 | – | Sell |
-825
| Closed | -$285K | – | 255 |
|
|
2023
Q2 | $285K | Buy |
+825
| New | +$285K | 0.02% | 196 |
|