Bay 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 | $2.85K | Buy |
8
+4
| +100% | +$1.43K | ﹤0.01% | 252 |
|
|
2025
Q1 | $1.6K | Buy |
+4
| New | +$1.6K | ﹤0.01% | 219 |
|
|
2021
Q3 | – | Sell |
-293
| Closed | -$70K | – | 210 |
|
|
2021
Q2 | $70K | Buy |
293
+1
| +0.3% | +$239 | 0.03% | 108 |
|
|
2021
Q1 | $67K | Buy |
292
+10
| +4% | +$2.3K | 0.03% | 112 |
|
|
2020
Q4 | $60K | Sell |
282
-2
| -0.7% | -$426 | 0.03% | 144 |
|
|
2020
Q3 | $59K | Buy |
284
+8
| +3% | +$1.66K | 0.03% | 141 |
|
|
2020
Q2 | $53K | Buy |
276
+46
| +20% | +$8.83K | 0.03% | 145 |
|
|
2020
Q1 | $38K | Buy |
+230
| New | +$38K | 0.02% | 151 |
|