Financial Synergies Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$1K | – | 94 |
|
|
2024
Q1 | $1K | Buy |
3
+2
| +200% | +$668 | ﹤0.01% | 406 |
|
|
2023
Q4 | $301 | Sell |
1
-2
| -67% | -$602 | ﹤0.01% | 420 |
|
|
2023
Q3 | $973 | Hold |
3
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $1.04K | Buy |
3
+2
| +200% | +$691 | ﹤0.01% | 368 |
|
|
2023
Q1 | $316 | Hold |
1
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $301 | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2022
Q3 | $268 | Hold |
1
| – | – | ﹤0.01% | 427 |
|
|
2022
Q2 | $270 | Buy |
+1
| New | +$270 | ﹤0.01% | 448 |
|