Atria Wealth Solutions’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 |
-2,202
| Closed | -$879K | – | 1479 |
|
|
2025
Q1 | $879K | Buy |
2,202
+640
| +41% | +$255K | 0.01% | 932 |
|
|
2024
Q4 | $561K | Sell |
1,562
-312
| -17% | -$112K | 0.01% | 1202 |
|
|
2024
Q3 | $648K | Buy |
1,874
+91
| +5% | +$31.5K | 0.01% | 1107 |
|
|
2024
Q2 | $523K | Sell |
1,783
-88
| -5% | -$25.8K | 0.01% | 1205 |
|
|
2024
Q1 | $624K | Buy |
1,871
+34
| +2% | +$11.3K | 0.01% | 1143 |
|
|
2023
Q4 | $535K | Buy |
1,837
+110
| +6% | +$32K | 0.01% | 1162 |
|
|
2023
Q3 | $560K | Buy |
1,727
+37
| +2% | +$12K | 0.01% | 1076 |
|
|
2023
Q2 | $583K | Sell |
1,690
-247
| -13% | -$85.3K | 0.01% | 1078 |
|
|
2023
Q1 | $611K | Buy |
1,937
+149
| +8% | +$47K | 0.01% | 1021 |
|
|
2022
Q4 | $537K | Buy |
1,788
+77
| +5% | +$23.1K | 0.01% | 1039 |
|
|
2022
Q3 | $458K | Sell |
1,711
-738
| -30% | -$198K | 0.01% | 1062 |
|
|
2022
Q2 | $660K | Buy |
2,449
+1,802
| +279% | +$486K | 0.01% | 830 |
|
|
2022
Q1 | $211K | Buy |
+647
| New | +$211K | ﹤0.01% | 1560 |
|