Cornerstone Wealth 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 | $341K | Buy |
957
+25
| +3% | +$8.92K | 0.03% | 230 |
|
|
2025
Q1 | $372K | Buy |
932
+44
| +5% | +$17.6K | 0.03% | 197 |
|
|
2024
Q4 | $319K | Buy |
888
+5
| +0.6% | +$1.8K | 0.03% | 205 |
|
|
2024
Q3 | $306K | Buy |
883
+16
| +2% | +$5.54K | 0.03% | 202 |
|
|
2024
Q2 | $255K | Buy |
867
+41
| +5% | +$12K | 0.02% | 213 |
|
|
2024
Q1 | $276K | Buy |
826
+110
| +15% | +$36.7K | 0.03% | 197 |
|
|
2023
Q4 | $208K | Hold |
716
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $232K | Buy |
716
+6
| +0.8% | +$1.95K | 0.04% | 137 |
|
|
2023
Q2 | $245K | Hold |
710
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $224K | Buy |
710
+14
| +2% | +$4.42K | 0.04% | 135 |
|
|
2022
Q4 | $209K | Buy |
+696
| New | +$209K | 0.04% | 126 |
|
|
2022
Q2 | – | Sell |
-667
| Closed | -$217K | – | 129 |
|
|
2022
Q1 | $217K | Buy |
+667
| New | +$217K | 0.04% | 140 |
|