Arete Wealth 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 |
1,495
+4
| +0.3% | +$1.43K | 0.04% | 387 |
|
|
2025
Q1 | $595K | Buy |
1,491
+10
| +0.7% | +$3.99K | 0.05% | 346 |
|
|
2024
Q4 | $531K | Hold |
1,481
| – | – | 0.04% | 397 |
|
|
2024
Q3 | $512K | Sell |
1,481
-110
| -7% | -$38K | 0.04% | 369 |
|
|
2024
Q2 | $466K | Buy |
+1,591
| New | +$466K | 0.04% | 410 |
|
|
2024
Q1 | – | Sell |
-1,794
| Closed | -$522K | – | 399 |
|
|
2023
Q4 | $522K | Buy |
1,794
+121
| +7% | +$35.2K | 0.04% | 392 |
|
|
2023
Q3 | $542K | Buy |
+1,673
| New | +$542K | 0.09% | 224 |
|
|
2023
Q2 | – | Sell |
-935
| Closed | -$295K | – | 672 |
|
|
2023
Q1 | $295K | Sell |
935
-6
| -0.6% | -$1.89K | 0.02% | 475 |
|
|
2022
Q4 | $282M | Hold |
941
| – | – | 0.02% | 470 |
|
|
2022
Q3 | $252K | Buy |
+941
| New | +$252K | 0.02% | 452 |
|
|
2022
Q2 | – | Sell |
-988
| Closed | -$322K | – | 456 |
|
|
2022
Q1 | $322K | Sell |
988
-23
| -2% | -$7.5K | 0.03% | 360 |
|
|
2021
Q4 | $298K | Hold |
1,011
| – | – | 0.03% | 384 |
|
|
2021
Q3 | $289K | Buy |
+1,011
| New | +$289K | 0.03% | 334 |
|
|
2021
Q2 | – | Sell |
-1,012
| Closed | -$233K | – | 378 |
|
|
2021
Q1 | $233K | Buy |
1,012
+14
| +1% | +$3.22K | 0.03% | 359 |
|
|
2020
Q4 | $209K | Buy |
+998
| New | +$209K | 0.03% | 374 |
|