Diversify Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
2,734
+583
| +27% | +$212K | 0.04% | 331 |
|
|
2025
Q1 | $753K | Buy |
2,151
+1,349
| +168% | +$472K | 0.05% | 271 |
|
|
2024
Q4 | $280K | Buy |
+802
| New | +$280K | 0.02% | 501 |
|
|
2024
Q2 | – | Sell |
-674
| Closed | -$222K | – | 631 |
|
|
2024
Q1 | $222K | Buy |
+674
| New | +$222K | 0.01% | 589 |
|