Bison Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,858
| Closed | -$2.72M | – | 326 |
|
|
2024
Q3 | $2.72M | Buy |
7,858
+2,390
| +44% | +$827K | 0.43% | 56 |
|
|
2024
Q2 | $1.82M | Hold |
5,468
| – | – | 0.3% | 83 |
|
|
2024
Q1 | $1.82M | Buy |
5,468
+1,486
| +37% | +$496K | 0.3% | 83 |
|
|
2023
Q4 | $1.16M | Buy |
3,982
+695
| +21% | +$202K | 0.21% | 117 |
|
|
2023
Q3 | $1.07M | Buy |
3,287
+4
| +0.1% | +$1.3K | 0.21% | 119 |
|
|
2023
Q2 | $1.13M | Buy |
3,283
+165
| +5% | +$57K | 0.21% | 121 |
|
|
2023
Q1 | $1.05M | Sell |
3,118
-14
| -0.4% | -$4.69K | 0.32% | 89 |
|
|
2022
Q4 | $995K | Sell |
3,132
-1,394
| -31% | -$443K | 0.32% | 102 |
|
|
2022
Q3 | $1.21M | Buy |
+4,526
| New | +$1.21M | 0.48% | 64 |
|
|
2021
Q4 | – | Sell |
-744
| Closed | -$213K | – | 346 |
|
|
2021
Q3 | $213K | Buy |
+744
| New | +$213K | 0.1% | 216 |
|
|
2021
Q2 | – | Sell |
-2,010
| Closed | -$463K | – | 459 |
|
|
2021
Q1 | $463K | Buy |
2,010
+320
| +19% | +$73.7K | 0.2% | 132 |
|
|
2020
Q4 | $357K | Buy |
1,690
+512
| +43% | +$108K | 0.17% | 154 |
|
|
2020
Q3 | $243K | Hold |
1,178
| – | – | 0.14% | 155 |
|
|
2020
Q2 | $227K | Buy |
+1,178
| New | +$227K | 0.14% | 159 |
|
|
2020
Q1 | – | Sell |
-1,178
| Closed | -$245K | – | 333 |
|
|
2019
Q4 | $245K | Sell |
1,178
-20
| -2% | -$4.16K | 0.12% | 193 |
|
|
2019
Q3 | $232K | Hold |
1,198
| – | – | 0.13% | 185 |
|
|
2019
Q2 | $231K | Hold |
1,198
| – | – | 0.13% | 189 |
|
|
2019
Q1 | $205K | Sell |
1,198
-540
| -31% | -$92.4K | 0.13% | 205 |
|
|
2018
Q4 | $253K | Buy |
+1,738
| New | +$253K | 0.18% | 161 |
|