Financial Architects (New Jersey)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $563K | Buy |
1,632
+14
| +0.9% | +$4.83K | 0.09% | 195 |
|
|
2023
Q1 | $510K | Sell |
1,618
-253
| -14% | -$79.8K | 0.08% | 202 |
|
|
2022
Q4 | $562K | Hold |
1,871
| – | – | 0.09% | 194 |
|
|
2022
Q3 | $501K | Hold |
1,871
| – | – | 0.09% | 196 |
|
|
2022
Q2 | $505K | Buy |
1,871
+253
| +16% | +$68.3K | 0.64% | 31 |
|
|
2022
Q1 | $527K | Buy |
+1,618
| New | +$527K | 0.08% | 198 |
|
|
2020
Q3 | – | Sell |
-13
| Closed | -$3K | – | 300 |
|
|
2020
Q2 | $3K | Sell |
13
-9
| -41% | -$2.08K | ﹤0.01% | 766 |
|
|
2020
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 718 |
|
|
2019
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 756 |
|
|
2019
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 825 |
|
|
2019
Q2 | $4K | Sell |
22
-52
| -70% | -$9.46K | ﹤0.01% | 908 |
|
|
2019
Q1 | $13K | Hold |
74
| – | – | ﹤0.01% | 903 |
|
|
2018
Q4 | $10K | Sell |
74
-18
| -20% | -$2.43K | ﹤0.01% | 876 |
|
|
2018
Q3 | $14K | Hold |
92
| – | – | ﹤0.01% | 873 |
|
|
2018
Q2 | $12K | Buy |
92
+9
| +11% | +$1.17K | ﹤0.01% | 935 |
|
|
2018
Q1 | $12K | Buy |
83
+58
| +232% | +$8.39K | ﹤0.01% | 888 |
|
|
2017
Q4 | $3K | Sell |
25
-57
| -70% | -$6.84K | ﹤0.01% | 1227 |
|
|
2017
Q3 | $12K | Hold |
82
| – | – | ﹤0.01% | 976 |
|
|
2017
Q2 | $11K | Sell |
82
-469
| -85% | -$62.9K | ﹤0.01% | 994 |
|
|
2017
Q1 | $66K | Buy |
551
+513
| +1,350% | +$61.4K | 0.01% | 528 |
|
|
2016
Q4 | $4K | Sell |
38
-71
| -65% | -$7.47K | ﹤0.01% | 1155 |
|
|
2016
Q3 | $13K | Sell |
109
-15
| -12% | -$1.79K | ﹤0.01% | 924 |
|
|
2016
Q2 | $13K | Buy |
124
+75
| +153% | +$7.86K | ﹤0.01% | 888 |
|
|
2016
Q1 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 858 |
|
|
2015
Q3 | – | Sell |
-508
| Closed | -$51K | – | 244 |
|
|
2015
Q2 | $51K | Sell |
508
-36
| -7% | -$3.61K | 0.02% | 423 |
|
|
2015
Q1 | $52K | Buy |
+544
| New | +$52K | 0.02% | 392 |
|