Crestwood Advisors 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 | $2.19M | Sell |
6,125
-3,485
| -36% | -$1.24M | 0.04% | 195 |
|
|
2025
Q1 | $3.84M | Sell |
9,610
-135
| -1% | -$53.9K | 0.07% | 146 |
|
|
2024
Q4 | $3.5M | Buy |
9,745
+7
| +0.1% | +$2.51K | 0.07% | 147 |
|
|
2024
Q3 | $3.37M | Buy |
9,738
+8,779
| +915% | +$3.04M | 0.06% | 148 |
|
|
2024
Q2 | $282K | Buy |
+959
| New | +$282K | 0.01% | 363 |
|
|
2022
Q2 | – | Sell |
-620
| Closed | -$202K | – | 265 |
|
|
2022
Q1 | $202K | Buy |
+620
| New | +$202K | 0.01% | 272 |
|