Carolina Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Hold |
557
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $222K | Hold |
557
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $200K | Hold |
557
| – | – | 0.11% | 66 |
|
|
2024
Q3 | $193K | Buy |
557
+25
| +5% | +$8.65K | 0.1% | 56 |
|
|
2024
Q2 | $156K | Hold |
532
| – | – | 0.08% | 60 |
|
|
2024
Q1 | $178K | Hold |
532
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $155K | Hold |
532
| – | – | 0.08% | 74 |
|
|
2023
Q3 | $172K | Hold |
532
| – | – | 0.1% | 81 |
|
|
2023
Q2 | $184K | Hold |
532
| – | – | 0.11% | 67 |
|
|
2023
Q1 | $168K | Hold |
532
| – | – | 0.1% | 80 |
|
|
2022
Q4 | $160K | Hold |
532
| – | – | 0.1% | 74 |
|
|
2022
Q3 | $143K | Hold |
532
| – | – | 0.11% | 72 |
|
|
2022
Q2 | $143K | Hold |
532
| – | – | 0.09% | 87 |
|
|
2022
Q1 | $173K | Hold |
532
| – | – | 0.11% | 86 |
|
|
2021
Q4 | $160K | Hold |
532
| – | – | 0.09% | 91 |
|
|
2021
Q3 | $152K | Hold |
532
| – | – | 0.1% | 84 |
|
|
2021
Q2 | $127K | Hold |
532
| – | – | 0.09% | 90 |
|
|
2021
Q1 | $122K | Hold |
532
| – | – | 0.09% | 62 |
|
|
2020
Q4 | $112K | Hold |
532
| – | – | 0.09% | 55 |
|
|
2020
Q3 | $110K | Buy |
+532
| New | +$110K | 0.1% | 51 |
|