Buckingham Strategic Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $654K | Buy |
2,226
+5
| +0.2% | +$1.47K | 0.01% | 415 |
|
|
2024
Q1 | $741K | Sell |
2,221
-49
| -2% | -$16.4K | 0.01% | 389 |
|
|
2023
Q4 | $661K | Buy |
2,270
+134
| +6% | +$39K | 0.01% | 393 |
|
|
2023
Q3 | $692K | Buy |
2,136
+1,287
| +152% | +$417K | 0.01% | 351 |
|
|
2023
Q2 | $293K | Buy |
849
+42
| +5% | +$14.5K | ﹤0.01% | 538 |
|
|
2023
Q1 | $242K | Hold |
807
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $242K | Sell |
807
-14
| -2% | -$4.2K | ﹤0.01% | 525 |
|
|
2022
Q3 | $220K | Buy |
+821
| New | +$220K | ﹤0.01% | 530 |
|
|
2021
Q1 | – | Sell |
-999
| Closed | -$211K | – | 546 |
|
|
2020
Q4 | $211K | Buy |
+999
| New | +$211K | 0.01% | 498 |
|