Axxcess Wealth Management’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
6,583
-597
| -8% | -$213K | 0.05% | 256 |
|
|
2025
Q1 | $2.87M | Sell |
7,180
-10
| -0.1% | -$3.99K | 0.08% | 203 |
|
|
2024
Q4 | $2.58M | Buy |
7,190
+617
| +9% | +$222K | 0.06% | 229 |
|
|
2024
Q3 | $2.27M | Buy |
6,573
+7
| +0.1% | +$2.42K | 0.06% | 241 |
|
|
2024
Q2 | $1.93M | Hold |
6,566
| – | – | 0.05% | 257 |
|
|
2024
Q1 | $2.19M | Buy |
6,566
+2
| +0% | +$667 | 0.06% | 234 |
|
|
2023
Q4 | $1.91M | Buy |
6,564
+5,942
| +955% | +$1.73M | 0.06% | 253 |
|
|
2023
Q3 | $202K | Buy |
622
+3
| +0.5% | +$973 | 0.01% | 736 |
|
|
2023
Q2 | $214K | Buy |
+619
| New | +$214K | 0.02% | 536 |
|