Ellevest Inc’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
977
-63
| -6% | -$22.5K | 0.06% | 272 |
|
|
2025
Q1 | $415K | Buy |
1,040
+130
| +14% | +$51.9K | 0.03% | 224 |
|
|
2024
Q4 | $327K | Buy |
910
+11
| +1% | +$3.95K | 0.02% | 288 |
|
|
2024
Q3 | $311K | Buy |
899
+45
| +5% | +$15.6K | 0.02% | 317 |
|
|
2024
Q2 | $251K | Sell |
854
-130
| -13% | -$38.2K | 0.02% | 347 |
|
|
2024
Q1 | $328K | Sell |
984
-70
| -7% | -$23.4K | 0.02% | 296 |
|
|
2023
Q4 | $307K | Sell |
1,054
-35
| -3% | -$10.2K | 0.02% | 290 |
|
|
2023
Q3 | $353K | Sell |
1,089
-29
| -3% | -$9.4K | 0.03% | 228 |
|
|
2023
Q2 | $386K | Buy |
1,118
+51
| +5% | +$17.6K | 0.03% | 218 |
|
|
2023
Q1 | $336K | Buy |
1,067
+78
| +8% | +$24.6K | 0.03% | 217 |
|
|
2022
Q4 | $297K | Buy |
989
+17
| +2% | +$5.1K | 0.03% | 232 |
|
|
2022
Q3 | $260K | Buy |
972
+254
| +35% | +$67.9K | 0.02% | 218 |
|
|
2022
Q2 | $194K | Buy |
718
+185
| +35% | +$50K | 0.02% | 283 |
|
|
2022
Q1 | $174K | Sell |
533
-7
| -1% | -$2.29K | 0.01% | 330 |
|
|
2021
Q4 | $162K | Buy |
540
+10
| +2% | +$3K | 0.01% | 319 |
|
|
2021
Q3 | $151K | Sell |
530
-7
| -1% | -$1.99K | 0.01% | 330 |
|
|
2021
Q2 | $128K | Sell |
537
-49
| -8% | -$11.7K | 0.01% | 330 |
|
|
2021
Q1 | $135K | Sell |
586
-109
| -16% | -$25.1K | 0.02% | 296 |
|
|
2020
Q4 | $147K | Buy |
695
+117
| +20% | +$24.7K | 0.02% | 231 |
|
|
2020
Q3 | $119K | Sell |
578
-80
| -12% | -$16.5K | 0.02% | 210 |
|
|
2020
Q2 | $127K | Sell |
658
-36
| -5% | -$6.95K | 0.03% | 155 |
|
|
2020
Q1 | $115K | Sell |
694
-32
| -4% | -$5.3K | 0.03% | 125 |
|
|
2019
Q4 | $151K | Buy |
726
+40
| +6% | +$8.32K | 0.04% | 78 |
|
|
2019
Q3 | $133K | Buy |
686
+8
| +1% | +$1.55K | 0.05% | 67 |
|
|
2019
Q2 | $131K | Sell |
678
-35
| -5% | -$6.76K | 0.05% | 70 |
|
|
2019
Q1 | $122K | Hold |
713
| – | – | 0.06% | 62 |
|
|
2018
Q4 | $104K | Buy |
+713
| New | +$104K | 0.05% | 119 |
|