Baker Tilly Wealth Management’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 |
-537
| Closed | -$214K | – | 236 |
|
|
2025
Q1 | $214K | Buy |
+537
| New | +$214K | 0.08% | 222 |
|
|
2023
Q4 | – | Sell |
-703
| Closed | -$228K | – | 465 |
|
|
2023
Q3 | $228K | Sell |
703
-1,009
| -59% | -$327K | 0.04% | 416 |
|
|
2023
Q2 | $591K | Buy |
1,712
+37
| +2% | +$12.8K | 0.06% | 297 |
|
|
2023
Q1 | $528K | Sell |
1,675
-262
| -14% | -$82.6K | 0.06% | 320 |
|
|
2022
Q4 | $581K | Buy |
1,937
+433
| +29% | +$130K | 0.07% | 282 |
|
|
2022
Q3 | $403K | Sell |
1,504
-41
| -3% | -$11K | 0.05% | 345 |
|
|
2022
Q2 | $417K | Buy |
1,545
+70
| +5% | +$18.9K | 0.05% | 352 |
|
|
2022
Q1 | $480K | Buy |
1,475
+103
| +8% | +$33.5K | 0.05% | 356 |
|
|
2021
Q4 | $412K | Buy |
1,372
+91
| +7% | +$27.3K | 0.04% | 388 |
|
|
2021
Q3 | $366K | Sell |
1,281
-110
| -8% | -$31.4K | 0.05% | 381 |
|
|
2021
Q2 | $332K | Sell |
1,391
-631
| -31% | -$151K | 0.05% | 374 |
|
|
2021
Q1 | $465K | Buy |
+2,022
| New | +$465K | 0.1% | 251 |
|