Clearstead Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Buy |
15,722
+2,256
| +17% | +$805K | 0.08% | 180 |
|
|
2025
Q1 | $5.37M | Buy |
13,466
+2,803
| +26% | +$1.12M | 0.08% | 171 |
|
|
2024
Q4 | $3.83M | Buy |
10,663
+197
| +2% | +$70.8K | 0.06% | 209 |
|
|
2024
Q3 | $3.62M | Buy |
10,466
+3,397
| +48% | +$1.18M | 0.06% | 218 |
|
|
2024
Q2 | $2.08M | Sell |
7,069
-70
| -1% | -$20.6K | 0.04% | 275 |
|
|
2024
Q1 | $2.06M | Buy |
7,139
+2,898
| +68% | +$836K | 0.1% | 152 |
|
|
2023
Q4 | $1.23M | Sell |
4,241
-4,315
| -50% | -$1.26M | 0.07% | 199 |
|
|
2023
Q3 | $2.77M | Buy |
8,556
+4,280
| +100% | +$1.39M | 0.08% | 173 |
|
|
2023
Q2 | $1.48M | Buy |
4,276
+3,491
| +445% | +$1.21M | 0.09% | 163 |
|
|
2023
Q1 | $248K | Buy |
785
+177
| +29% | +$55.8K | 0.02% | 365 |
|
|
2022
Q4 | $182K | Hold |
608
| – | – | 0.01% | 393 |
|
|
2022
Q3 | $163K | Hold |
608
| – | – | 0.02% | 392 |
|
|
2022
Q2 | $164K | Sell |
608
-280
| -32% | -$75.5K | 0.01% | 403 |
|
|
2022
Q1 | $289K | Buy |
888
+280
| +46% | +$91.1K | 0.02% | 351 |
|
|
2021
Q4 | $183K | Sell |
608
-334
| -35% | -$101K | 0.01% | 406 |
|
|
2021
Q3 | $269K | Buy |
942
+310
| +49% | +$88.5K | 0.02% | 328 |
|
|
2021
Q2 | $151K | Buy |
632
+24
| +4% | +$5.73K | 0.01% | 382 |
|
|
2021
Q1 | $140K | Hold |
608
| – | – | 0.01% | 380 |
|
|
2020
Q4 | $128K | Hold |
608
| – | – | 0.01% | 377 |
|
|
2020
Q3 | $125K | Hold |
608
| – | – | 0.01% | 337 |
|
|
2020
Q2 | $117K | Sell |
608
-114
| -16% | -$21.9K | 0.01% | 331 |
|
|
2020
Q1 | $119K | Buy |
+722
| New | +$119K | 0.02% | 306 |
|