Cooper Financial Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-945
| Closed | -$377K | – | 376 |
|
|
2025
Q1 | $377K | Buy |
945
+47
| +5% | +$18.8K | 0.05% | 278 |
|
|
2024
Q4 | $323K | Sell |
898
-1,534
| -63% | -$551K | 0.04% | 298 |
|
|
2024
Q3 | $842K | Sell |
2,432
-886
| -27% | -$307K | 0.11% | 164 |
|
|
2024
Q2 | $974K | Buy |
+3,318
| New | +$974K | 0.14% | 127 |
|