Bar Harbor 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 | $221K | Sell |
620
-147
| -19% | -$52.4K | 0.01% | 237 |
|
|
2025
Q1 | $306K | Sell |
767
-287
| -27% | -$115K | 0.02% | 213 |
|
|
2024
Q4 | $379K | Sell |
1,054
-121
| -10% | -$43.5K | 0.02% | 194 |
|
|
2024
Q3 | $407K | Sell |
1,175
-181
| -13% | -$62.6K | 0.03% | 204 |
|
|
2024
Q2 | $398K | Sell |
1,356
-585
| -30% | -$172K | 0.03% | 200 |
|
|
2024
Q1 | $648K | Sell |
1,941
-1,506
| -44% | -$503K | 0.04% | 171 |
|
|
2023
Q4 | $1M | Sell |
3,447
-62
| -2% | -$18K | 0.07% | 146 |
|
|
2023
Q3 | $1.14M | Sell |
3,509
-73
| -2% | -$23.7K | 0.09% | 145 |
|
|
2023
Q2 | $1.24M | Sell |
3,582
-26
| -0.7% | -$8.98K | 0.09% | 143 |
|
|
2023
Q1 | $1.14M | Sell |
3,608
-64
| -2% | -$20.2K | 0.09% | 142 |
|
|
2022
Q4 | $1.1M | Sell |
3,672
-20
| -0.5% | -$6K | 0.09% | 145 |
|
|
2022
Q3 | $989K | Sell |
3,692
-141
| -4% | -$37.8K | 0.09% | 147 |
|
|
2022
Q2 | $1.03M | Buy |
+3,833
| New | +$1.03M | 0.08% | 149 |
|