Cary Street Partners Investment Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.6K | Buy |
237
+22
| +10% | +$7.85K | 0.04% | 341 |
|
|
2025
Q1 | $85.8K | Buy |
215
+82
| +62% | +$32.7K | 0.05% | 314 |
|
|
2024
Q4 | $47.8K | Sell |
133
-9,272
| -99% | -$3.33M | 0.03% | 324 |
|
|
2024
Q3 | $3.25M | Sell |
9,405
-50
| -0.5% | -$17.3K | 0.12% | 192 |
|
|
2024
Q2 | $2.78M | Buy |
9,455
+94
| +1% | +$27.6K | 0.11% | 196 |
|
|
2024
Q1 | $3.12M | Sell |
9,361
-42
| -0.4% | -$14K | 0.13% | 177 |
|
|
2023
Q4 | $2.74M | Buy |
9,403
+137
| +1% | +$39.9K | 0.13% | 185 |
|
|
2023
Q3 | $3M | Buy |
9,266
+687
| +8% | +$223K | 0.16% | 162 |
|
|
2023
Q2 | $2.96M | Sell |
8,579
-84
| -1% | -$29K | 0.19% | 141 |
|
|
2023
Q1 | $2.73M | Sell |
8,663
-162
| -2% | -$51.1K | 0.2% | 137 |
|
|
2022
Q4 | $2.65M | Sell |
8,825
-133
| -1% | -$39.9K | 0.19% | 133 |
|
|
2022
Q3 | $2.4M | Sell |
8,958
-11
| -0.1% | -$2.95K | 0.2% | 127 |
|
|
2022
Q2 | $2.42M | Buy |
+8,969
| New | +$2.42M | 0.21% | 124 |
|
|
2021
Q3 | – | Sell |
-280
| Closed | -$67K | – | 252 |
|
|
2021
Q2 | $67K | Hold |
280
| – | – | 0.02% | 278 |
|
|
2021
Q1 | $64K | Buy |
+280
| New | +$64K | 0.03% | 260 |
|