Forvis Mazars Wealth Advisors’s Aon AON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,852
Closed -$603K 276
2020
Q4
$603K Sell
2,852
-131
-4% -$27.7K 0.03% 199
2020
Q3
$615K Buy
2,983
+177
+6% +$36.5K 0.04% 182
2020
Q2
$540K Sell
2,806
-61
-2% -$11.7K 0.04% 187
2020
Q1
$473K Buy
+2,867
New +$473K 0.04% 177