B. Riley Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $229K | Sell |
638
-234
| -27% | -$84.1K | 0.01% | 977 |
|
|
2024
Q3 | $302K | Buy |
872
+170
| +24% | +$58.8K | 0.01% | 952 |
|
|
2024
Q2 | $206K | Sell |
702
-910
| -56% | -$267K | 0.01% | 1226 |
|
|
2024
Q1 | $523K | Buy |
1,612
+583
| +57% | +$189K | 0.01% | 769 |
|
|
2023
Q4 | $299K | Sell |
1,029
-583
| -36% | -$170K | 0.01% | 1058 |
|
|
2023
Q3 | $523K | Buy |
1,612
+284
| +21% | +$92.1K | 0.01% | 769 |
|
|
2023
Q2 | $458K | Sell |
1,328
-1,130
| -46% | -$390K | 0.01% | 894 |
|
|
2023
Q1 | $775K | Buy |
2,458
+370
| +18% | +$117K | 0.02% | 631 |
|
|
2022
Q4 | $627K | Buy |
2,088
+561
| +37% | +$168K | 0.02% | 704 |
|
|
2022
Q3 | $410K | Buy |
1,527
+385
| +34% | +$103K | 0.01% | 845 |
|
|
2022
Q2 | $310K | Sell |
1,142
-41
| -3% | -$11.1K | 0.01% | 862 |
|
|
2022
Q1 | $387K | Buy |
+1,183
| New | +$387K | 0.01% | 900 |
|
|
2020
Q3 | – | Sell |
-2,807
| Closed | -$542K | – | 945 |
|
|
2020
Q2 | $542K | Sell |
2,807
-1,025
| -27% | -$198K | 0.04% | 434 |
|
|
2020
Q1 | $469K | Buy |
3,832
+570
| +17% | +$69.8K | 0.04% | 405 |
|
|
2019
Q4 | $681K | Buy |
3,262
+347
| +12% | +$72.4K | 0.06% | 326 |
|
|
2019
Q3 | $566K | Buy |
+2,915
| New | +$566K | 0.06% | 369 |
|
|
2015
Q1 | – | Sell |
-135
| Closed | -$13 | – | 643 |
|
|
2014
Q4 | $13 | Buy |
+135
| New | +$13 | ﹤0.01% | 2721 |
|
|
2014
Q3 | – | Sell |
-125
| Closed | -$11.3K | – | 720 |
|
|
2014
Q2 | $11.3K | Buy |
+125
| New | +$11.3K | ﹤0.01% | 1740 |
|