Baystate Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $31.6K | Hold |
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|
2023
Q3 | $35.1K | Sell |
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|
2023
Q2 | $56.7K | Sell |
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|
2023
Q1 | $77.1K | Buy |
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|
2022
Q4 | $56K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $21K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $77K | Buy |
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