Dynasty 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 | $1.64M | Buy |
4,601
+373
| +9% | +$133K | 0.03% | 100 |
|
2025
Q1 | $1.69M | Buy |
4,228
+185
| +5% | +$73.8K | 0.03% | 106 |
|
2024
Q4 | $1.45M | Buy |
4,043
+334
| +9% | +$120K | 0.03% | 118 |
|
2024
Q3 | $1.28M | Buy |
3,709
+2,066
| +126% | +$715K | 0.04% | 116 |
|
2024
Q2 | $482K | Buy |
1,643
+6
| +0.4% | +$1.76K | 0.01% | 191 |
|
2024
Q1 | $546K | Buy |
+1,637
| New | +$546K | 0.02% | 183 |
|