Avantax Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
4,871
-382
| -7% | -$136K | 0.01% | 874 |
|
|
2025
Q1 | $2.1M | Buy |
5,253
+318
| +6% | +$127K | 0.01% | 716 |
|
|
2024
Q4 | $1.77M | Sell |
4,935
-4,248
| -46% | -$1.53M | 0.01% | 768 |
|
|
2024
Q3 | $3.18M | Buy |
9,183
+1,116
| +14% | +$386K | 0.02% | 521 |
|
|
2024
Q2 | $2.37M | Buy |
8,067
+7,338
| +1,007% | +$2.15M | 0.02% | 593 |
|
|
2024
Q1 | $243K | Buy |
729
+38
| +5% | +$12.7K | ﹤0.01% | 1424 |
|
|
2023
Q4 | $201K | Buy |
691
+17
| +3% | +$4.95K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $218K | Buy |
674
+47
| +7% | +$15.2K | ﹤0.01% | 1376 |
|
|
2023
Q2 | $217K | Sell |
627
-21
| -3% | -$7.26K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $204K | Buy |
+648
| New | +$204K | ﹤0.01% | 1370 |
|
|
2021
Q4 | – | Sell |
-1,107
| Closed | -$317K | – | 1244 |
|
|
2021
Q3 | $317K | Buy |
1,107
+24
| +2% | +$6.87K | 0.01% | 903 |
|
|
2021
Q2 | $258K | Sell |
1,083
-87
| -7% | -$20.7K | ﹤0.01% | 970 |
|
|
2021
Q1 | $270K | Buy |
1,170
+125
| +12% | +$28.8K | 0.01% | 851 |
|
|
2020
Q4 | $221K | Sell |
1,045
-536
| -34% | -$113K | 0.01% | 841 |
|
|
2020
Q3 | $326K | Buy |
1,581
+488
| +45% | +$101K | 0.01% | 986 |
|
|
2020
Q2 | $210K | Sell |
1,093
-199
| -15% | -$38.2K | 0.01% | 772 |
|
|
2020
Q1 | $214K | Sell |
1,292
-458
| -26% | -$75.9K | 0.01% | 699 |
|
|
2019
Q4 | $365K | Buy |
+1,750
| New | +$365K | 0.01% | 571 |
|