BerganKDV Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.9K | Sell |
20
-11
| -35% | -$3.8K | ﹤0.01% | 582 |
|
|
2023
Q1 | $9.77K | Buy |
31
+1
| +3% | +$315 | ﹤0.01% | 607 |
|
|
2022
Q4 | $9K | Hold |
30
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $8K | Hold |
30
| – | – | ﹤0.01% | 616 |
|
|
2022
Q1 | $10K | Hold |
30
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $9K | Sell |
30
-1
| -3% | -$300 | ﹤0.01% | 670 |
|
|
2021
Q3 | $9K | Buy |
31
+15
| +94% | +$4.36K | ﹤0.01% | 644 |
|
|
2021
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 717 |
|
|
2021
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 715 |
|
|
2020
Q3 | $3K | Sell |
16
-100
| -86% | -$18.8K | ﹤0.01% | 626 |
|
|
2020
Q2 | $22K | Buy |
116
+100
| +625% | +$19K | ﹤0.01% | 440 |
|
|
2020
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 645 |
|
|
2019
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 693 |
|