Beaird Harris 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 | $5.07K | Buy |
14
+3
| +27% | +$1.09K | ﹤0.01% | 421 |
|
|
2025
Q1 | $4.39K | Hold |
11
| – | – | ﹤0.01% | 394 |
|
|
2024
Q4 | $3.95K | Hold |
11
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $3.81K | Hold |
11
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $3.23K | Hold |
11
| – | – | ﹤0.01% | 487 |
|
|
2024
Q1 | $3.67K | Hold |
11
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $3.2K | Buy |
+11
| New | +$3.2K | ﹤0.01% | 421 |
|
|
2023
Q1 | – | Sell |
-32
| Closed | -$9.6K | – | 497 |
|
|
2022
Q4 | $9.6K | Buy |
+32
| New | +$9.6K | ﹤0.01% | 329 |
|