Cornerstone Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
598
-5
| -0.8% | -$1.78K | 0.02% | 228 |
|
|
2025
Q1 | $216K | Sell |
603
-36
| -6% | -$12.9K | 0.03% | 214 |
|
|
2024
Q4 | $247K | Buy |
639
+43
| +7% | +$16.6K | 0.03% | 208 |
|
|
2024
Q3 | $206K | Buy |
+596
| New | +$206K | 0.03% | 212 |
|
|
2023
Q2 | – | Sell |
-962
| Closed | -$303K | – | 214 |
|
|
2023
Q1 | $303K | Buy |
962
+7
| +0.7% | +$2.21K | 0.05% | 173 |
|
|
2022
Q4 | $287K | Buy |
955
+2
| +0.2% | +$600 | 0.06% | 166 |
|
|
2022
Q3 | $255K | Hold |
953
| – | – | 0.06% | 173 |
|
|
2022
Q2 | $257K | Hold |
953
| – | – | 0.06% | 165 |
|
|
2022
Q1 | $310K | Sell |
953
-459
| -33% | -$149K | 0.05% | 181 |
|
|
2021
Q4 | $424K | Buy |
1,412
+460
| +48% | +$138K | 0.06% | 189 |
|
|
2021
Q3 | $272K | Hold |
952
| – | – | 0.05% | 195 |
|
|
2021
Q2 | $227K | Hold |
952
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $219K | Hold |
952
| – | – | 0.04% | 192 |
|
|
2020
Q4 | $201K | Buy |
+952
| New | +$201K | 0.04% | 200 |
|