Exencial 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 | $3.17M | Buy |
8,874
+1,012
| +13% | +$361K | 0.11% | 172 |
|
|
2025
Q1 | $3.14M | Sell |
7,862
-673
| -8% | -$269K | 0.12% | 175 |
|
|
2024
Q4 | $3.07M | Buy |
8,535
+115
| +1% | +$41.3K | 0.11% | 173 |
|
|
2024
Q3 | $2.91M | Buy |
8,420
+1,839
| +28% | +$636K | 0.1% | 177 |
|
|
2024
Q2 | $1.93M | Buy |
6,581
+1,096
| +20% | +$322K | 0.07% | 207 |
|
|
2024
Q1 | $1.83M | Buy |
5,485
+214
| +4% | +$71.4K | 0.07% | 216 |
|
|
2023
Q4 | $1.53M | Buy |
5,271
+263
| +5% | +$76.5K | 0.06% | 219 |
|
|
2023
Q3 | $1.62M | Buy |
5,008
+329
| +7% | +$107K | 0.08% | 195 |
|
|
2023
Q2 | $1.62M | Sell |
4,679
-1,440
| -24% | -$497K | 0.07% | 198 |
|
|
2023
Q1 | $1.93M | Sell |
6,119
-24
| -0.4% | -$7.57K | 0.1% | 169 |
|
|
2022
Q4 | $1.84M | Buy |
6,143
+37
| +0.6% | +$11.1K | 0.1% | 175 |
|
|
2022
Q3 | $1.64M | Buy |
6,106
+134
| +2% | +$35.9K | 0.1% | 175 |
|
|
2022
Q2 | $1.61M | Buy |
5,972
+314
| +6% | +$84.7K | 0.09% | 179 |
|
|
2022
Q1 | $1.84M | Buy |
5,658
+871
| +18% | +$284K | 0.09% | 189 |
|
|
2021
Q4 | $1.44M | Buy |
4,787
+921
| +24% | +$277K | 0.07% | 203 |
|
|
2021
Q3 | $1.11M | Buy |
3,866
+564
| +17% | +$161K | 0.05% | 183 |
|
|
2021
Q2 | $788K | Buy |
3,302
+1,067
| +48% | +$255K | 0.04% | 258 |
|
|
2021
Q1 | $514K | Buy |
+2,235
| New | +$514K | 0.03% | 274 |
|
|
2020
Q4 | – | Sell |
-988
| Closed | -$204K | – | 367 |
|
|
2020
Q3 | $204K | Buy |
+988
| New | +$204K | 0.01% | 337 |
|