Carr Financial Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
694
+18
| +3% | +$6.42K | 0.07% | 163 |
|
|
2025
Q1 | $270K | Hold |
676
| – | – | 0.09% | 146 |
|
|
2024
Q4 | $243K | Hold |
676
| – | – | 0.08% | 162 |
|
|
2024
Q3 | $234K | Buy |
+676
| New | +$234K | 0.07% | 174 |
|
|
2024
Q2 | – | Sell |
-676
| Closed | -$226K | – | 186 |
|
|
2024
Q1 | $226K | Buy |
+676
| New | +$226K | 0.08% | 168 |
|
|
2023
Q4 | – | Sell |
-676
| Closed | -$219K | – | 168 |
|
|
2023
Q3 | $219K | Hold |
676
| – | – | 0.09% | 156 |
|
|
2023
Q2 | $233K | Hold |
676
| – | – | 0.09% | 157 |
|
|
2023
Q1 | $213K | Hold |
676
| – | – | 0.09% | 160 |
|
|
2022
Q4 | $203K | Buy |
+676
| New | +$203K | 0.11% | 161 |
|