Beacon Pointe Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
3,295
-554
| -14% | -$198K | 0.01% | 620 |
|
|
2025
Q1 | $1.54M | Buy |
3,849
+1,247
| +48% | +$498K | 0.02% | 520 |
|
|
2024
Q4 | $935K | Sell |
2,602
-502
| -16% | -$180K | 0.01% | 647 |
|
|
2024
Q3 | $1.07M | Sell |
3,104
-238
| -7% | -$82.3K | 0.01% | 613 |
|
|
2024
Q2 | $981K | Sell |
3,342
-1,114
| -25% | -$327K | 0.01% | 644 |
|
|
2024
Q1 | $1.49M | Sell |
4,456
-169
| -4% | -$56.4K | 0.02% | 566 |
|
|
2023
Q4 | $1.35M | Sell |
4,625
-637
| -12% | -$185K | 0.02% | 578 |
|
|
2023
Q3 | $1.71M | Buy |
5,262
+2,269
| +76% | +$736K | 0.02% | 495 |
|
|
2023
Q2 | $1.03M | Buy |
2,993
+795
| +36% | +$274K | 0.02% | 513 |
|
|
2023
Q1 | $693K | Sell |
2,198
-53
| -2% | -$16.7K | 0.01% | 654 |
|
|
2022
Q4 | $676K | Buy |
2,251
+136
| +6% | +$40.8K | 0.01% | 600 |
|
|
2022
Q3 | $568K | Buy |
2,115
+498
| +31% | +$134K | 0.01% | 599 |
|
|
2022
Q2 | $437K | Sell |
1,617
-1,093
| -40% | -$295K | 0.01% | 691 |
|
|
2022
Q1 | $882K | Buy |
2,710
+1,012
| +60% | +$329K | 0.01% | 659 |
|
|
2021
Q4 | $510K | Sell |
1,698
-382
| -18% | -$115K | 0.01% | 566 |
|
|
2021
Q3 | $594K | Buy |
2,080
+596
| +40% | +$170K | 0.01% | 507 |
|
|
2021
Q2 | $354K | Buy |
+1,484
| New | +$354K | 0.01% | 605 |
|