Curated Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
3,075
+453
| +17% | +$162K | 0.13% | 49 |
|
|
2025
Q1 | $1.05M | Hold |
2,622
| – | – | 0.14% | 49 |
|
|
2024
Q4 | $942K | Buy |
+2,622
| New | +$942K | 0.11% | 54 |
|
|
2022
Q4 | – | Sell |
-780
| Closed | -$209K | – | 131 |
|
|
2022
Q3 | $209K | Buy |
+780
| New | +$209K | 0.06% | 119 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$210K | – | 132 |
|
|
2022
Q1 | $210K | Hold |
700
| – | – | 0.07% | 132 |
|
|
2021
Q4 | $210K | Sell |
700
-48
| -6% | -$14.4K | 0.07% | 136 |
|
|
2021
Q3 | $214K | Buy |
+748
| New | +$214K | 0.12% | 139 |
|