Dakota Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,814
+9
| +0.2% | +$3.21K | 0.03% | 336 |
|
|
2025
Q1 | $1.52M | Buy |
3,805
+1,143
| +43% | +$456K | 0.04% | 302 |
|
|
2024
Q4 | $956K | Sell |
2,662
-685
| -20% | -$246K | 0.02% | 373 |
|
|
2024
Q3 | $1.16M | Buy |
3,347
+263
| +9% | +$91K | 0.03% | 343 |
|
|
2024
Q2 | $905K | Sell |
3,084
-514
| -14% | -$151K | 0.02% | 381 |
|
|
2024
Q1 | $1.2M | Sell |
3,598
-143
| -4% | -$47.7K | 0.03% | 338 |
|
|
2023
Q4 | $1.09M | Buy |
3,741
+62
| +2% | +$18K | 0.04% | 299 |
|
|
2023
Q3 | $1.19M | Buy |
3,679
+1
| +0% | +$324 | 0.05% | 263 |
|
|
2023
Q2 | $1.27M | Sell |
3,678
-3,262
| -47% | -$1.13M | 0.06% | 222 |
|
|
2023
Q1 | $2.19M | Buy |
6,940
+591
| +9% | +$186K | 0.15% | 148 |
|
|
2022
Q4 | $1.91M | Buy |
6,349
+81
| +1% | +$24.3K | 0.14% | 155 |
|
|
2022
Q3 | $1.68M | Buy |
6,268
+698
| +13% | +$187K | 0.14% | 162 |
|
|
2022
Q2 | $1.5M | Buy |
5,570
+3,469
| +165% | +$935K | 0.14% | 155 |
|
|
2022
Q1 | $684K | Buy |
2,101
+1,061
| +102% | +$345K | 0.06% | 243 |
|
|
2021
Q4 | $313K | Buy |
1,040
+126
| +14% | +$37.9K | 0.03% | 299 |
|
|
2021
Q3 | $261K | Buy |
+914
| New | +$261K | 0.03% | 300 |
|