Global Wealth Management Investment Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
757
| – | – | 0.05% | 130 |
|
|
2025
Q1 | $302K | Hold |
757
| – | – | 0.06% | 122 |
|
|
2024
Q4 | $272K | Hold |
757
| – | – | 0.06% | 127 |
|
|
2024
Q3 | $262K | Hold |
757
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $222K | Buy |
757
+150
| +25% | +$44K | 0.05% | 128 |
|
|
2024
Q1 | $203K | Hold |
607
| – | – | 0.05% | 130 |
|
|
2023
Q4 | $177K | Hold |
607
| – | – | 0.05% | 132 |
|
|
2023
Q3 | $197K | Hold |
607
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $210K | Buy |
+607
| New | +$210K | 0.06% | 135 |
|
|
2022
Q3 | – | Sell |
-607
| Closed | -$164K | – | 154 |
|
|
2022
Q2 | $164K | Hold |
607
| – | – | 0.06% | 139 |
|
|
2022
Q1 | $198K | Hold |
607
| – | – | 0.06% | 140 |
|
|
2021
Q4 | $182K | Hold |
607
| – | – | 0.05% | 142 |
|
|
2021
Q3 | $173K | Hold |
607
| – | – | 0.05% | 144 |
|
|
2021
Q2 | $145K | Hold |
607
| – | – | 0.05% | 150 |
|
|
2021
Q1 | $140K | Hold |
607
| – | – | 0.05% | 135 |
|
|
2020
Q4 | $128K | Hold |
607
| – | – | 0.05% | 129 |
|
|
2020
Q3 | $125K | Hold |
607
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $117K | Hold |
607
| – | – | 0.05% | 140 |
|
|
2020
Q1 | $100K | Hold |
607
| – | – | 0.05% | 137 |
|
|
2019
Q4 | $126K | Sell |
607
-5
| -0.8% | -$1.04K | 0.05% | 129 |
|
|
2019
Q3 | $118K | Hold |
612
| – | – | 0.05% | 123 |
|
|
2019
Q2 | $118K | Buy |
612
+607
| +12,140% | +$117K | 0.06% | 123 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 589 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 618 |
|