Glassman Wealth Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-613
| Closed | -$164K | – | 1924 |
|
|
2022
Q3 | $164K | Buy |
613
+12
| +2% | +$3.21K | 0.03% | 176 |
|
|
2022
Q2 | $162K | Buy |
+601
| New | +$162K | 0.03% | 187 |
|
|
2021
Q3 | – | Sell |
-520
| Closed | -$124K | – | 1572 |
|
|
2021
Q2 | $124K | Buy |
+520
| New | +$124K | 0.03% | 207 |
|
|
2020
Q4 | – | Sell |
-476
| Closed | -$98K | – | 1339 |
|
|
2020
Q3 | $98K | Buy |
476
+48
| +11% | +$9.88K | 0.03% | 203 |
|
|
2020
Q2 | $82K | Buy |
428
+33
| +8% | +$6.32K | 0.03% | 189 |
|
|
2020
Q1 | $65K | Sell |
395
-27
| -6% | -$4.44K | 0.03% | 202 |
|
|
2019
Q4 | $88K | Buy |
422
+9
| +2% | +$1.88K | 0.03% | 193 |
|
|
2019
Q3 | $80K | Buy |
413
+9
| +2% | +$1.74K | 0.03% | 183 |
|
|
2019
Q2 | $78K | Hold |
404
| – | – | 0.03% | 194 |
|
|
2019
Q1 | $69K | Buy |
404
+101
| +33% | +$17.3K | 0.03% | 199 |
|
|
2018
Q4 | $44K | Hold |
303
| – | – | 0.02% | 206 |
|
|
2018
Q3 | $47K | Buy |
303
+69
| +29% | +$10.7K | 0.02% | 217 |
|
|
2018
Q2 | $32K | Sell |
234
-113
| -33% | -$15.5K | 0.02% | 236 |
|
|
2018
Q1 | $49K | Buy |
347
+230
| +197% | +$32.5K | 0.03% | 178 |
|
|
2017
Q4 | $16K | Buy |
+117
| New | +$16K | 0.01% | 280 |
|