Dougherty Wealth Advisers’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$235K	Hold	659	–	–	0.16%	32
2025 Q1	$263K	Hold	659	–	–	0.19%	32
2024 Q4	$237K	Hold	659	–	–	0.18%	34
2024 Q3	$228K	Hold	659	–	–	0.18%	34
2024 Q2	$193K	Hold	659	–	–	0.17%	37
2024 Q1	$220K	Hold	659	–	–	0.19%	32
2023 Q4	$192K	Hold	659	–	–	0.18%	41
2023 Q3	$214K	Hold	659	–	–	0.25%	32
2023 Q2	$227K	Hold	659	–	–	0.31%	31
2023 Q1	$208K	Hold	659	–	–	0.31%	32
2022 Q4	$198K	Hold	659	–	–	0.32%	36
2022 Q3	$177K	Hold	659	–	–	0.35%	33
2022 Q2	$178K	Hold	659	–	–	0.33%	34
2022 Q1	$215K	Hold	659	–	–	0.32%	33
2021 Q4	$198K	Hold	659	–	–	0.28%	39
2021 Q3	$188K	Hold	659	–	–	0.28%	38
2021 Q2	$157K	Hold	659	–	–	0.23%	43
2021 Q1	$152K	Hold	659	–	–	0.23%	42
2020 Q4	$139K	Hold	659	–	–	0.22%	45
2020 Q3	$136K	Hold	659	–	–	0.47%	42
2020 Q2	$127K	Hold	659	–	–	0.46%	44
2020 Q1	$109K	Hold	659	–	–	0.43%	49
2019 Q4	$137K	Hold	659	–	–	0.42%	48
2019 Q3	$128K	Hold	659	–	–	0.42%	43
2019 Q2	$127K	Hold	659	–	–	0.36%	54
2019 Q1	$112K	Hold	659	–	–	0.38%	50
2018 Q4	$110K	Buy	+659	New	+$110K	0.36%	57