Connecticut 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 | $908K | Sell |
2,544
-38
| -1% | -$13.6K | 0.04% | 162 |
|
|
2025
Q1 | $1.03M | Sell |
2,582
-30
| -1% | -$12K | 0.05% | 144 |
|
|
2024
Q4 | $938K | Buy |
2,612
+85
| +3% | +$30.5K | 0.05% | 137 |
|
|
2024
Q3 | $874K | Sell |
2,527
-85
| -3% | -$29.4K | 0.04% | 165 |
|
|
2024
Q2 | $767K | Buy |
2,612
+100
| +4% | +$29.4K | 0.04% | 175 |
|
|
2024
Q1 | $838K | Sell |
2,512
-85
| -3% | -$28.4K | 0.04% | 168 |
|
|
2023
Q4 | $756K | Buy |
2,597
+736
| +40% | +$214K | 0.04% | 171 |
|
|
2023
Q3 | $603K | Buy |
1,861
+1,070
| +135% | +$347K | 0.04% | 157 |
|
|
2023
Q2 | $273K | Buy |
+791
| New | +$273K | 0.02% | 219 |
|