Evernest Financial 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 | $777K | Buy |
2,177
+179
| +9% | +$63.9K | 0.25% | 81 |
|
|
2025
Q1 | $797K | Buy |
1,998
+286
| +17% | +$114K | 0.29% | 82 |
|
|
2024
Q4 | $615K | Buy |
1,712
+7
| +0.4% | +$2.51K | 0.16% | 96 |
|
|
2024
Q3 | $590K | Buy |
1,705
+150
| +10% | +$51.9K | 0.16% | 99 |
|
|
2024
Q2 | $457K | Buy |
1,555
+355
| +30% | +$104K | 0.2% | 90 |
|
|
2024
Q1 | $372K | Buy |
1,200
+240
| +25% | +$74.4K | 0.18% | 94 |
|
|
2023
Q4 | $279K | Buy |
+960
| New | +$279K | 0.14% | 111 |
|
|
2021
Q4 | $330K | Buy |
+1,055
| New | +$330K | 0.17% | 97 |
|