Focus Partners Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7M | Sell |
100,049
-25,785
| -20% | -$9.2M | 0.08% | 239 |
|
|
2025
Q1 | $50.2M | Buy |
125,834
+27,272
| +28% | +$10.9M | 0.13% | 164 |
|
|
2024
Q4 | $35.4M | Sell |
98,562
-33,937
| -26% | -$12.2M | 0.09% | 213 |
|
|
2024
Q3 | $6.53M | Buy |
132,499
+30,317
| +30% | +$1.5M | 0.02% | 495 |
|
|
2024
Q2 | $30M | Buy |
102,182
+101,311
| +11,632% | +$29.7M | 0.1% | 195 |
|
|
2024
Q1 | $291K | Buy |
+871
| New | +$291K | ﹤0.01% | 841 |
|