Golden State Wealth 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 | $95.9K | Hold |
268
| – | – | 0.01% | 492 |
|
|
2025
Q1 | $107K | Hold |
268
| – | – | 0.02% | 427 |
|
|
2024
Q4 | $96.3K | Buy |
+268
| New | +$96.3K | 0.01% | 437 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$14K | – | 221 |
|
|
2020
Q1 | $14K | Buy |
+84
| New | +$14K | 0.01% | 552 |
|
|
2019
Q4 | – | Sell |
-84
| Closed | -$16K | – | 97 |
|
|
2019
Q3 | $16K | Hold |
84
| – | – | 0.01% | 652 |
|
|
2019
Q2 | $16K | Hold |
84
| – | – | 0.01% | 655 |
|
|
2019
Q1 | $14K | Buy |
+84
| New | +$14K | ﹤0.01% | 697 |
|