Farther Finance 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 | $492K | Buy |
1,380
+115
| +9% | +$41K | 0.01% | 909 |
|
2025
Q1 | $505K | Buy |
1,265
+261
| +26% | +$104K | 0.01% | 779 |
|
2024
Q4 | $361K | Buy |
1,004
+68
| +7% | +$24.4K | 0.01% | 727 |
|
2024
Q3 | $324K | Buy |
936
+154
| +20% | +$53.3K | 0.01% | 795 |
|
2024
Q2 | $230K | Buy |
782
+99
| +14% | +$29.1K | 0.01% | 786 |
|
2024
Q1 | $225K | Buy |
683
+321
| +89% | +$106K | 0.01% | 649 |
|
2023
Q4 | $105K | Buy |
362
+179
| +98% | +$52.1K | 0.01% | 784 |
|
2023
Q3 | $59.3K | Sell |
183
-19
| -9% | -$6.16K | 0.01% | 720 |
|
2023
Q2 | $69.7K | Buy |
202
+1
| +0.5% | +$345 | 0.02% | 566 |
|
2023
Q1 | $63.4K | Buy |
201
+42
| +26% | +$13.2K | 0.02% | 538 |
|
2022
Q4 | $47.7K | Buy |
+159
| New | +$47.7K | 0.02% | 497 |
|