FirstPurpose Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $246K | Sell |
777
-38
| -5% | -$12K | 0.09% | 177 |
|
|
2023
Q4 | $237K | Sell |
815
-5
| -0.6% | -$1.46K | 0.09% | 181 |
|
|
2023
Q3 | $266K | Buy |
820
+20
| +3% | +$6.48K | 0.11% | 154 |
|
|
2023
Q2 | $276K | Buy |
800
+28
| +4% | +$9.67K | 0.12% | 152 |
|
|
2023
Q1 | $243K | Sell |
772
-163
| -17% | -$51.4K | 0.12% | 154 |
|
|
2022
Q4 | $281K | Buy |
935
+164
| +21% | +$49.2K | 0.16% | 126 |
|
|
2022
Q3 | $207K | Buy |
+771
| New | +$207K | 0.14% | 137 |
|