Austin Private Wealth’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 |
-505
| Closed | -$202K | – | 282 |
|
|
2025
Q1 | $202K | Buy |
+505
| New | +$202K | 0.02% | 268 |
|
|
2022
Q2 | – | Sell |
-643
| Closed | -$209K | – | 131 |
|
|
2022
Q1 | $209K | Buy |
+643
| New | +$209K | 0.04% | 119 |
|
|
2021
Q4 | – | Sell |
-726
| Closed | -$207K | – | 140 |
|
|
2021
Q3 | $207K | Buy |
+726
| New | +$207K | 0.04% | 115 |
|