Carolinas Wealth Consulting’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-120
| Closed | -$47.9K | – | 49 |
|
|
2025
Q1 | $47.9K | Hold |
120
| – | – | 0.01% | 359 |
|
|
2024
Q4 | $43.1K | Buy |
120
+14
| +13% | +$5.03K | 0.01% | 386 |
|
|
2024
Q3 | $36.7K | Buy |
106
+6
| +6% | +$2.08K | 0.01% | 405 |
|
|
2024
Q2 | $29.4K | Buy |
100
+1
| +1% | +$294 | 0.01% | 436 |
|
|
2024
Q1 | $33K | Buy |
99
+16
| +19% | +$5.34K | 0.01% | 431 |
|
|
2023
Q4 | $24.2K | Hold |
83
| – | – | 0.01% | 422 |
|
|
2023
Q3 | $25.6K | Hold |
83
| – | – | 0.01% | 395 |
|
|
2023
Q2 | $28.7K | Buy |
83
+4
| +5% | +$1.38K | 0.01% | 424 |
|
|
2023
Q1 | $24.9K | Hold |
79
| – | – | 0.01% | 457 |
|
|
2022
Q4 | $23.7K | Hold |
79
| – | – | 0.01% | 465 |
|
|
2022
Q3 | $21K | Buy |
79
+1
| +1% | +$266 | 0.01% | 434 |
|
|
2022
Q2 | $21K | Hold |
78
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $25K | Hold |
78
| – | – | 0.01% | 438 |
|
|
2021
Q4 | $23K | Buy |
78
+29
| +59% | +$8.55K | 0.01% | 463 |
|
|
2021
Q3 | $14K | Hold |
49
| – | – | ﹤0.01% | 532 |
|
|
2021
Q2 | $12K | Hold |
49
| – | – | ﹤0.01% | 582 |
|
|
2021
Q1 | $11K | Sell |
49
-1
| -2% | -$224 | ﹤0.01% | 604 |
|
|
2020
Q4 | $11K | Sell |
50
-5
| -9% | -$1.1K | ﹤0.01% | 562 |
|
|
2020
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 466 |
|
|
2020
Q2 | $11K | Buy |
+55
| New | +$11K | ﹤0.01% | 329 |
|