Empirical 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 | $246K | Sell |
690
-318
| -32% | -$113K | 0.01% | 574 |
|
|
2025
Q1 | $402K | Buy |
1,008
+335
| +50% | +$134K | 0.01% | 442 |
|
|
2024
Q4 | $242K | Buy |
673
+33
| +5% | +$11.9K | 0.01% | 543 |
|
|
2024
Q3 | $221K | Buy |
+640
| New | +$221K | 0.01% | 521 |
|
|
2024
Q2 | – | Sell |
-642
| Closed | -$214K | – | 561 |
|
|
2024
Q1 | $214K | Buy |
+642
| New | +$214K | 0.01% | 496 |
|
|
2023
Q3 | – | Sell |
-775
| Closed | -$268K | – | 464 |
|
|
2023
Q2 | $268K | Sell |
775
-617
| -44% | -$213K | 0.01% | 387 |
|
|
2023
Q1 | $439K | Hold |
1,392
| – | – | 0.02% | 340 |
|
|
2022
Q4 | $418K | Sell |
1,392
-15
| -1% | -$4.5K | 0.02% | 334 |
|
|
2022
Q3 | $377K | Buy |
1,407
+13
| +0.9% | +$3.48K | 0.02% | 339 |
|
|
2022
Q2 | $376K | Sell |
1,394
-6
| -0.4% | -$1.62K | 0.02% | 341 |
|
|
2022
Q1 | $456K | Sell |
1,400
-4
| -0.3% | -$1.3K | 0.02% | 345 |
|
|
2021
Q4 | $422K | Buy |
+1,404
| New | +$422K | 0.02% | 371 |
|