Cassady Schiller Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $102K | Buy |
283
+8
| +3% | +$2.87K | 0.04% | 158 |
|
|
2024
Q3 | $95.1K | Hold |
275
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $80.7K | Hold |
275
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $91.8K | Hold |
275
| – | – | 0.04% | 161 |
|
|
2023
Q4 | $80K | Hold |
275
| – | – | 0.04% | 165 |
|
|
2023
Q3 | $89.2K | Hold |
275
| – | – | 0.05% | 153 |
|
|
2023
Q2 | $94.9K | Hold |
275
| – | – | 0.05% | 149 |
|
|
2023
Q1 | $86.7K | Hold |
275
| – | – | 0.04% | 151 |
|
|
2022
Q4 | $82.5K | Buy |
+275
| New | +$82.5K | 0.05% | 147 |
|
|
2022
Q1 | – | Sell |
-280
| Closed | -$84K | – | 138 |
|
|
2021
Q4 | $84K | Buy |
+280
| New | +$84K | 0.05% | 150 |
|