GeoWealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
536
-20
| -4% | -$7.14K | 0.01% | 669 |
|
|
2025
Q1 | $222K | Sell |
556
-410
| -42% | -$164K | 0.01% | 633 |
|
|
2024
Q4 | $347K | Sell |
966
-84
| -8% | -$30.2K | 0.01% | 578 |
|
|
2024
Q3 | $363K | Sell |
1,050
-69
| -6% | -$23.9K | 0.01% | 551 |
|
|
2024
Q2 | $329K | Buy |
1,119
+47
| +4% | +$13.8K | 0.01% | 553 |
|
|
2024
Q1 | $358K | Buy |
+1,072
| New | +$358K | 0.01% | 523 |
|
|
2021
Q3 | – | Sell |
-271
| Closed | -$65K | – | 393 |
|
|
2021
Q2 | $65K | Buy |
+271
| New | +$65K | 0.01% | 240 |
|