Baldwin Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-125
| Closed | -$43.2K | – | 273 |
|
|
2024
Q3 | $43.2K | Buy |
125
+72
| +136% | +$24.9K | ﹤0.01% | 581 |
|
|
2024
Q2 | $15.6K | Sell |
53
-10
| -16% | -$2.94K | ﹤0.01% | 497 |
|
|
2024
Q1 | $21K | Buy |
63
+2
| +3% | +$667 | ﹤0.01% | 482 |
|
|
2023
Q4 | $17.8K | Hold |
61
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $19.8K | Sell |
61
-4
| -6% | -$1.3K | ﹤0.01% | 511 |
|
|
2023
Q2 | $22.4K | Hold |
65
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $20.5K | Hold |
65
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $19.5K | Hold |
65
| – | – | ﹤0.01% | 538 |
|
|
2022
Q3 | $17K | Hold |
65
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $18K | Hold |
65
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $21K | Buy |
65
+16
| +33% | +$5.17K | ﹤0.01% | 472 |
|
|
2021
Q4 | $15K | Buy |
49
+7
| +17% | +$2.14K | ﹤0.01% | 469 |
|
|
2021
Q3 | $12K | Hold |
42
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $10K | Hold |
42
| – | – | ﹤0.01% | 531 |
|
|
2021
Q1 | $10K | Sell |
42
-2
| -5% | -$476 | ﹤0.01% | 509 |
|
|
2020
Q4 | $9K | Hold |
44
| – | – | ﹤0.01% | 461 |
|
|
2020
Q3 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 436 |
|