Beverly Hills Private Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
2,442
+147
| +6% | +$52.4K | 0.16% | 135 |
|
|
2025
Q1 | $916K | Sell |
2,295
-231
| -9% | -$92.2K | 0.18% | 129 |
|
|
2024
Q4 | $907K | Sell |
2,526
-539
| -18% | -$194K | 0.18% | 128 |
|
|
2024
Q3 | $1.06M | Buy |
3,065
+1,029
| +51% | +$356K | 0.21% | 121 |
|
|
2024
Q2 | $598K | Buy |
+2,036
| New | +$598K | 0.13% | 163 |
|