Circle Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
4,190
+1,721
| +70% | +$614K | 0.03% | 93 |
|
|
2025
Q1 | $985K | Sell |
2,469
-780
| -24% | -$311K | 0.02% | 112 |
|
|
2024
Q4 | $1.17M | Sell |
3,249
-1,290
| -28% | -$463K | 0.02% | 103 |
|
|
2024
Q3 | $1.57M | Hold |
4,539
| – | – | 0.03% | 84 |
|
|
2024
Q2 | $1.33M | Sell |
4,539
-7,694
| -63% | -$2.26M | 0.03% | 80 |
|
|
2024
Q1 | $4.08M | Buy |
12,233
+457
| +4% | +$153K | 0.1% | 48 |
|
|
2023
Q4 | $3.43M | Sell |
11,776
-12,710
| -52% | -$3.7M | 0.09% | 51 |
|
|
2023
Q3 | $7.94M | Sell |
24,486
-13,485
| -36% | -$4.37M | 0.2% | 33 |
|
|
2023
Q2 | $13.1M | Hold |
37,971
| – | – | 1.73% | 8 |
|
|
2023
Q1 | $12M | Sell |
37,971
-14
| -0% | -$4.41K | 1.73% | 7 |
|
|
2022
Q4 | $11.4M | Sell |
37,985
-487
| -1% | -$146K | 1.76% | 8 |
|
|
2022
Q3 | $10.3M | Sell |
38,472
-205
| -0.5% | -$54.9K | 1.7% | 8 |
|
|
2022
Q2 | $10.4M | Buy |
38,677
+35,736
| +1,215% | +$9.64M | 1.66% | 8 |
|
|
2022
Q1 | $958K | Hold |
2,941
| – | – | 0.13% | 71 |
|
|
2021
Q4 | $884K | Sell |
2,941
-746
| -20% | -$224K | 0.12% | 76 |
|
|
2021
Q3 | $1.05M | Hold |
3,687
| – | – | 0.15% | 62 |
|
|
2021
Q2 | $880K | Sell |
3,687
-114
| -3% | -$27.2K | 0.13% | 83 |
|
|
2021
Q1 | $875K | Sell |
3,801
-45,126
| -92% | -$10.4M | 0.14% | 71 |
|
|
2020
Q4 | $10.3M | Sell |
48,927
-1,027
| -2% | -$217K | 1.48% | 11 |
|
|
2020
Q3 | $10.3M | Sell |
49,954
-917
| -2% | -$189K | 1.7% | 7 |
|
|
2020
Q2 | $9.8M | Buy |
50,871
+3,283
| +7% | +$632K | 1.72% | 7 |
|
|
2020
Q1 | $7.85M | Sell |
47,588
-8,148
| -15% | -$1.34M | 1.53% | 7 |
|
|
2019
Q4 | $11.6M | Buy |
55,736
+53,830
| +2,824% | +$11.2M | 2.01% | 6 |
|
|
2019
Q3 | $369K | Buy |
1,906
+2
| +0.1% | +$387 | 0.08% | 117 |
|
|
2019
Q2 | $367K | Buy |
+1,904
| New | +$367K | 0.08% | 108 |
|