Congress 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 | $3.29M | Buy |
9,214
+3,506
| +61% | +$1.25M | 0.03% | 466 |
|
|
2025
Q1 | $2.28M | Buy |
5,708
+1,440
| +34% | +$575K | 0.03% | 465 |
|
|
2024
Q4 | $1.53M | Sell |
4,268
-3,257
| -43% | -$1.17M | 0.02% | 453 |
|
|
2024
Q3 | $2.6M | Buy |
7,525
+6,789
| +922% | +$2.35M | 0.03% | 384 |
|
|
2024
Q2 | $216K | Sell |
736
-79
| -10% | -$23.2K | ﹤0.01% | 690 |
|
|
2024
Q1 | $272K | Buy |
+815
| New | +$272K | ﹤0.01% | 521 |
|
|
2023
Q4 | – | Sell |
-670
| Closed | -$217K | – | 609 |
|
|
2023
Q3 | $217K | Sell |
670
-177
| -21% | -$57.4K | ﹤0.01% | 571 |
|
|
2023
Q2 | $293K | Buy |
847
+14
| +2% | +$4.84K | 0.01% | 486 |
|
|
2023
Q1 | $263K | Sell |
833
-20
| -2% | -$6.31K | 0.01% | 501 |
|
|
2022
Q4 | $256K | Hold |
853
| – | – | 0.01% | 507 |
|
|
2022
Q3 | $228K | Hold |
853
| – | – | 0.01% | 509 |
|
|
2022
Q2 | $230K | Sell |
853
-1
| -0.1% | -$270 | 0.01% | 514 |
|
|
2022
Q1 | $278K | Sell |
854
-7
| -0.8% | -$2.28K | 0.01% | 525 |
|
|
2021
Q4 | $258K | Buy |
+861
| New | +$258K | 0.01% | 558 |
|