Global Financial Private Client’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-230
| Closed | -$91.8K | – | 303 |
|
|
2025
Q1 | $91.8K | Buy |
230
+6
| +3% | +$2.4K | 0.04% | 271 |
|
|
2024
Q4 | $80.5K | Buy |
224
+2
| +0.9% | +$718 | 0.03% | 284 |
|
|
2024
Q3 | $76.8K | Hold |
222
| – | – | 0.03% | 288 |
|
|
2024
Q2 | $65.2K | Hold |
222
| – | – | 0.03% | 276 |
|
|
2024
Q1 | $73.2K | Hold |
222
| – | – | 0.03% | 266 |
|
|
2023
Q4 | $64.6K | Hold |
222
| – | – | 0.03% | 276 |
|
|
2023
Q3 | $71.3K | Hold |
222
| – | – | 0.04% | 249 |
|
|
2023
Q2 | $75.2K | Hold |
222
| – | – | 0.04% | 249 |
|
|
2023
Q1 | $70.4K | Hold |
222
| – | – | 0.04% | 249 |
|
|
2022
Q4 | $66.6K | Hold |
222
| – | – | 0.04% | 243 |
|
|
2022
Q3 | $61.2K | Hold |
222
| – | – | 0.04% | 247 |
|
|
2022
Q2 | $60.8K | Hold |
222
| – | – | 0.03% | 244 |
|
|
2022
Q1 | $73K | Hold |
222
| – | – | 0.04% | 234 |
|
|
2021
Q4 | $66.7K | Hold |
222
| – | – | 0.03% | 244 |
|
|
2021
Q3 | $64.6K | Hold |
222
| – | – | 0.03% | 227 |
|
|
2021
Q2 | $53K | Hold |
222
| – | – | 0.03% | 244 |
|
|
2021
Q1 | $51.5K | Hold |
222
| – | – | 0.04% | 202 |
|
|
2020
Q4 | $46.9K | Hold |
222
| – | – | 0.04% | 201 |
|
|
2020
Q3 | $45.8K | Hold |
222
| – | – | 0.04% | 199 |
|
|
2020
Q2 | $42.4K | Hold |
222
| – | – | 0.04% | 231 |
|
|
2020
Q1 | $34.1K | Buy |
+222
| New | +$34.1K | 0.04% | 252 |
|