HB 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 | $2.62M | Sell |
7,351
-398
| -5% | -$142K | 0.02% | 316 |
|
|
2025
Q1 | $3.09M | Buy |
7,749
+2,436
| +46% | +$972K | 0.03% | 293 |
|
|
2024
Q4 | $1.91M | Buy |
5,313
+67
| +1% | +$24.1K | 0.02% | 292 |
|
|
2024
Q3 | $1.82M | Sell |
5,246
-518
| -9% | -$179K | 0.02% | 289 |
|
|
2024
Q2 | $1.69M | Buy |
5,764
+2,779
| +93% | +$816K | 0.02% | 286 |
|
|
2024
Q1 | $996K | Buy |
2,985
+439
| +17% | +$147K | 0.01% | 353 |
|
|
2023
Q4 | $741K | Sell |
2,546
-214
| -8% | -$62.3K | 0.01% | 369 |
|
|
2023
Q3 | $895K | Buy |
2,760
+787
| +40% | +$255K | 0.01% | 313 |
|
|
2023
Q2 | $681K | Buy |
1,973
+145
| +8% | +$50.1K | 0.01% | 356 |
|
|
2023
Q1 | $576K | Buy |
1,828
+77
| +4% | +$24.3K | 0.01% | 381 |
|
|
2022
Q4 | $526K | Buy |
1,751
+415
| +31% | +$125K | 0.01% | 383 |
|
|
2022
Q3 | $358K | Buy |
1,336
+354
| +36% | +$94.9K | 0.01% | 403 |
|
|
2022
Q2 | $265K | Buy |
982
+228
| +30% | +$61.5K | 0.01% | 467 |
|
|
2022
Q1 | $246K | Buy |
+754
| New | +$246K | ﹤0.01% | 501 |
|