Everhart Financial Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
909
+11
| +1% | +$3.92K | 0.04% | 279 |
|
|
2025
Q1 | $358K | Buy |
898
+157
| +21% | +$62.7K | 0.05% | 259 |
|
|
2024
Q4 | $266K | Buy |
741
+74
| +11% | +$26.6K | 0.05% | 269 |
|
|
2024
Q3 | $231K | Buy |
+667
| New | +$231K | 0.05% | 295 |
|
|
2024
Q2 | – | Sell |
-915
| Closed | -$305K | – | 295 |
|
|
2024
Q1 | $305K | Buy |
915
+89
| +11% | +$29.7K | 0.09% | 210 |
|
|
2023
Q4 | $240K | Sell |
826
-50
| -6% | -$14.6K | 0.09% | 211 |
|
|
2023
Q3 | $284K | Buy |
876
+70
| +9% | +$22.7K | 0.12% | 158 |
|
|
2023
Q2 | $278K | Buy |
806
+77
| +11% | +$26.6K | 0.12% | 170 |
|
|
2023
Q1 | $230K | Buy |
+729
| New | +$230K | 0.1% | 173 |
|
|
2022
Q4 | – | Sell |
-877
| Closed | -$235K | – | 187 |
|
|
2022
Q3 | $235K | Buy |
+877
| New | +$235K | 0.13% | 160 |
|