Envestnet Portfolio Solutions’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
1,818
-712
| -28% | -$254K | ﹤0.01% | 978 |
|
|
2025
Q1 | $1.01M | Sell |
2,530
-6,134
| -71% | -$2.45M | ﹤0.01% | 788 |
|
|
2024
Q4 | $3.11M | Sell |
8,664
-1,159
| -12% | -$416K | 0.01% | 525 |
|
|
2024
Q3 | $3.4M | Sell |
9,823
-176
| -2% | -$60.9K | 0.01% | 502 |
|
|
2024
Q2 | $2.94M | Sell |
9,999
-1,725
| -15% | -$506K | 0.01% | 525 |
|
|
2024
Q1 | $3.91M | Buy |
11,724
+234
| +2% | +$78.1K | 0.01% | 444 |
|
|
2023
Q4 | $3.34M | Sell |
11,490
-1,685
| -13% | -$490K | 0.01% | 442 |
|
|
2023
Q3 | $4.27M | Buy |
+13,175
| New | +$4.27M | 0.02% | 352 |
|