GA
Geller Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $405K | Sell |
1,129
-433
| -28% | -$156K | 0.03% | 162 |
|
|
2024
Q3 | $540K | Buy |
1,562
+260
| +20% | +$90K | 0.04% | 132 |
|
|
2024
Q2 | $382K | Buy |
1,302
+16
| +1% | +$4.7K | 0.03% | 175 |
|
|
2024
Q1 | $429K | Sell |
1,286
-2
| -0.2% | -$667 | 0.03% | 168 |
|
|
2023
Q4 | $375K | Sell |
1,288
-27
| -2% | -$7.86K | 0.04% | 170 |
|
|
2023
Q3 | $426K | Buy |
1,315
+57
| +5% | +$18.5K | 0.05% | 139 |
|
|
2023
Q2 | $434K | Buy |
1,258
+355
| +39% | +$123K | 0.05% | 140 |
|
|
2023
Q1 | $285K | Buy |
903
+122
| +16% | +$38.5K | 0.04% | 128 |
|
|
2022
Q4 | $234K | Buy |
781
+7
| +0.9% | +$2.1K | 0.04% | 131 |
|
|
2022
Q3 | $207K | Sell |
774
-18
| -2% | -$4.81K | 0.05% | 124 |
|
|
2022
Q2 | $214K | Hold |
792
| – | – | 0.04% | 126 |
|
|
2022
Q1 | $258K | Sell |
792
-30
| -4% | -$9.77K | 0.05% | 127 |
|
|
2021
Q4 | $247K | Buy |
822
+10
| +1% | +$3.01K | 0.05% | 140 |
|
|
2021
Q3 | $232K | Buy |
+812
| New | +$232K | 0.05% | 131 |
|