Dynamic Advisor Solutions’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,655
| Closed | -$886K | – | 948 |
|
|
2024
Q1 | $886K | Buy |
2,655
+103
| +4% | +$34.4K | 0.03% | 466 |
|
|
2023
Q4 | $739K | Buy |
2,552
+143
| +6% | +$41.4K | 0.03% | 485 |
|
|
2023
Q3 | $781K | Buy |
2,409
+291
| +14% | +$94.3K | 0.04% | 410 |
|
|
2023
Q2 | $731K | Sell |
2,118
-160
| -7% | -$55.2K | 0.04% | 412 |
|
|
2023
Q1 | $718K | Sell |
2,278
-316
| -12% | -$99.6K | 0.04% | 397 |
|
|
2022
Q4 | $779K | Buy |
2,594
+568
| +28% | +$170K | 0.05% | 325 |
|
|
2022
Q3 | $543K | Hold |
2,026
| – | – | 0.04% | 376 |
|
|
2022
Q2 | $546K | Buy |
2,026
+7
| +0.3% | +$1.89K | 0.04% | 374 |
|
|
2022
Q1 | $658K | Sell |
2,019
-21
| -1% | -$6.84K | 0.05% | 369 |
|
|
2021
Q4 | $613K | Buy |
2,040
+128
| +7% | +$38.5K | 0.04% | 378 |
|
|
2021
Q3 | $546K | Buy |
1,912
+155
| +9% | +$44.3K | 0.04% | 422 |
|
|
2021
Q2 | $420K | Buy |
1,757
+18
| +1% | +$4.3K | 0.03% | 467 |
|
|
2021
Q1 | $400K | Sell |
1,739
-12
| -0.7% | -$2.76K | 0.04% | 432 |
|
|
2020
Q4 | $370K | Buy |
1,751
+27
| +2% | +$5.71K | 0.03% | 445 |
|
|
2020
Q3 | $356K | Sell |
1,724
-37
| -2% | -$7.64K | 0.04% | 380 |
|
|
2020
Q2 | $339K | Sell |
1,761
-6
| -0.3% | -$1.16K | 0.05% | 362 |
|
|
2020
Q1 | $292K | Buy |
+1,767
| New | +$292K | 0.05% | 337 |
|