Aptus Capital Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
1,497
+69
| +5% | +$24.6K | ﹤0.01% | 651 |
|
|
2025
Q1 | $570K | Buy |
1,428
+106
| +8% | +$42.3K | 0.01% | 604 |
|
|
2024
Q4 | $475K | Buy |
1,322
+288
| +28% | +$103K | 0.01% | 636 |
|
|
2024
Q3 | $358K | Buy |
1,034
+95
| +10% | +$32.9K | 0.01% | 621 |
|
|
2024
Q2 | $276K | Buy |
939
+121
| +15% | +$35.5K | ﹤0.01% | 637 |
|
|
2024
Q1 | $273K | Buy |
818
+113
| +16% | +$37.7K | 0.01% | 649 |
|
|
2023
Q4 | $205K | Sell |
705
-55
| -7% | -$16K | 0.01% | 553 |
|
|
2023
Q3 | $246K | Buy |
+760
| New | +$246K | 0.01% | 513 |
|
|
2019
Q4 | – | Sell |
-12,852
| Closed | -$2.49M | – | 452 |
|
|
2019
Q3 | $2.49M | Sell |
12,852
-2,107
| -14% | -$408K | 0.14% | 71 |
|
|
2019
Q2 | $2.89M | Sell |
14,959
-1,104
| -7% | -$213K | 0.41% | 31 |
|
|
2019
Q1 | $2.74M | Buy |
+16,063
| New | +$2.74M | 0.47% | 37 |
|