EverSource Wealth Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
1,009
+89
| +10% | +$31.7K | 0.02% | 581 |
|
|
2025
Q1 | $367K | Buy |
920
+238
| +35% | +$95K | 0.02% | 457 |
|
|
2024
Q4 | $245K | Buy |
682
+14
| +2% | +$5.03K | 0.01% | 577 |
|
|
2024
Q3 | $231K | Sell |
668
-184
| -22% | -$63.7K | 0.01% | 517 |
|
|
2024
Q2 | $280K | Buy |
852
+45
| +6% | +$14.8K | 0.02% | 459 |
|
|
2024
Q1 | $228K | Sell |
807
-152
| -16% | -$42.9K | 0.02% | 452 |
|
|
2023
Q4 | $279K | Buy |
959
+50
| +6% | +$14.6K | 0.03% | 360 |
|
|
2023
Q3 | $295K | Sell |
909
-8
| -0.9% | -$2.59K | 0.03% | 310 |
|
|
2023
Q2 | $316K | Sell |
917
-61
| -6% | -$21K | 0.03% | 298 |
|
|
2023
Q1 | $309K | Hold |
978
| – | – | 0.04% | 295 |
|
|
2022
Q4 | $294K | Sell |
978
-165
| -14% | -$49.5K | 0.04% | 288 |
|
|
2022
Q3 | $307K | Sell |
1,143
-308
| -21% | -$82.7K | 0.07% | 239 |
|
|
2022
Q2 | $391K | Buy |
1,451
+541
| +59% | +$146K | 0.1% | 180 |
|
|
2022
Q1 | $297K | Buy |
910
+617
| +211% | +$201K | 0.08% | 211 |
|
|
2021
Q4 | $88K | Buy |
+293
| New | +$88K | 0.02% | 321 |
|