Carolina Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $199K | Hold |
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|
2025
Q2 | $199K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $200K | Hold |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $156K | Hold |
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|
2024
Q1 | $178K | Hold |
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|
2023
Q4 | $155K | Hold |
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|
2023
Q3 | $172K | Hold |
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|
2023
Q2 | $184K | Hold |
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|
2023
Q1 | $168K | Hold |
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|
2022
Q4 | $160K | Hold |
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|
2022
Q3 | $143K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $173K | Hold |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $122K | Hold |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $110K | Buy |
|