Arkadios 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 | $641K | Buy |
1,797
+161
| +10% | +$57.5K | 0.02% | 742 |
|
|
2025
Q1 | $653K | Buy |
+1,636
| New | +$653K | 0.02% | 607 |
|
|
2021
Q4 | – | Sell |
-35
| Closed | -$10K | – | 626 |
|
|
2021
Q3 | $10K | Sell |
35
-47
| -57% | -$13.4K | ﹤0.01% | 1427 |
|
|
2021
Q2 | $19K | Hold |
82
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q1 | $18K | Buy |
82
+1
| +1% | +$220 | ﹤0.01% | 995 |
|
|
2020
Q4 | $17K | Buy |
81
+38
| +88% | +$7.98K | ﹤0.01% | 791 |
|
|
2020
Q3 | $9.25K | Buy |
43
+20
| +87% | +$4.3K | ﹤0.01% | 762 |
|
|
2020
Q2 | $4.58K | Sell |
23
-56
| -71% | -$11.1K | ﹤0.01% | 793 |
|
|
2020
Q1 | $13K | Buy |
79
+3
| +4% | +$493 | 0.01% | 579 |
|
|
2019
Q4 | $17.9K | Buy |
+76
| New | +$17.9K | 0.01% | 480 |
|