EP Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
6,774
+314
| +5% | +$112K | 0.02% | 380 |
|
|
2025
Q1 | $2.58M | Buy |
6,460
+2,435
| +60% | +$972K | 0.02% | 323 |
|
|
2024
Q4 | $1.45M | Sell |
4,025
-313
| -7% | -$112K | 0.01% | 417 |
|
|
2024
Q3 | $1.5M | Buy |
4,338
+520
| +14% | +$180K | 0.01% | 413 |
|
|
2024
Q2 | $1.12M | Buy |
3,818
+1,794
| +89% | +$527K | 0.01% | 370 |
|
|
2024
Q1 | $675K | Buy |
+2,024
| New | +$675K | 0.01% | 447 |
|
|
2022
Q3 | – | Sell |
-1,448
| Closed | -$391K | – | 354 |
|
|
2022
Q2 | $391K | Buy |
1,448
+356
| +33% | +$96.1K | 0.01% | 427 |
|
|
2022
Q1 | $356K | Buy |
1,092
+289
| +36% | +$94.2K | 0.01% | 454 |
|
|
2021
Q4 | $241K | Sell |
803
-10
| -1% | -$3K | 0.01% | 499 |
|
|
2021
Q3 | $232K | Buy |
+813
| New | +$232K | 0.01% | 484 |
|