Bruce G. Allen Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Sell |
102
-78
| -43% | -$27.8K | 0.03% | 303 |
|
|
2025
Q1 | $71.8K | Buy |
180
+5
| +3% | +$2K | 0.06% | 186 |
|
|
2024
Q4 | $62.9K | Buy |
175
+5
| +3% | +$1.8K | 0.05% | 219 |
|
|
2024
Q3 | $58.8K | Buy |
170
+2
| +1% | +$692 | 0.05% | 228 |
|
|
2024
Q2 | $49.3K | Buy |
168
+58
| +53% | +$17K | 0.04% | 239 |
|
|
2024
Q1 | $36.7K | Sell |
110
-26
| -19% | -$8.68K | 0.03% | 293 |
|
|
2023
Q4 | $39.6K | Buy |
+136
| New | +$39.6K | 0.04% | 276 |
|