Crewe Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39
| Closed | -$13.5K | – | 653 |
|
|
2024
Q3 | $13.5K | Buy |
39
+2
| +5% | +$692 | ﹤0.01% | 449 |
|
|
2024
Q2 | $10.9K | Hold |
37
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $12.3K | Buy |
+37
| New | +$12.3K | ﹤0.01% | 590 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$3.89K | – | 428 |
|
|
2023
Q3 | $3.89K | Sell |
12
-1
| -8% | -$324 | ﹤0.01% | 310 |
|
|
2023
Q2 | $4.49K | Sell |
13
-128
| -91% | -$44.2K | ﹤0.01% | 477 |
|
|
2023
Q1 | $44.5K | Sell |
141
-129
| -48% | -$40.7K | 0.01% | 320 |
|
|
2022
Q4 | $81K | Sell |
270
-73
| -21% | -$21.9K | 0.01% | 245 |
|
|
2022
Q3 | $92K | Buy |
343
+73
| +27% | +$19.6K | 0.02% | 234 |
|
|
2022
Q2 | $73K | Buy |
+270
| New | +$73K | 0.02% | 250 |
|
|
2020
Q4 | – | Sell |
-39
| Closed | -$8K | – | 456 |
|
|
2020
Q3 | $8K | Buy |
+39
| New | +$8K | ﹤0.01% | 271 |
|