Great Valley Advisor Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
1,279
+441
| +53% | +$157K | 0.01% | 633 |
|
|
2025
Q1 | $335K | Sell |
838
-20
| -2% | -$8K | 0.01% | 691 |
|
|
2024
Q4 | $308K | Buy |
858
+25
| +3% | +$8.99K | 0.01% | 685 |
|
|
2024
Q3 | $288K | Buy |
+833
| New | +$288K | 0.01% | 697 |
|
|
2023
Q4 | – | Sell |
-1,388
| Closed | -$450K | – | 715 |
|
|
2023
Q3 | $450K | Buy |
1,388
+605
| +77% | +$196K | 0.02% | 463 |
|
|
2023
Q2 | $270K | Buy |
783
+40
| +5% | +$13.8K | 0.01% | 584 |
|
|
2023
Q1 | $235K | Buy |
+743
| New | +$235K | 0.01% | 611 |
|