HCR Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
582
-95
| -14% | -$33.9K | 0.02% | 224 |
|
|
2025
Q1 | $270K | Hold |
677
| – | – | 0.04% | 192 |
|
|
2024
Q4 | $243K | Buy |
677
+1
| +0.1% | +$359 | 0.03% | 201 |
|
|
2024
Q3 | $234K | Buy |
+676
| New | +$234K | 0.03% | 211 |
|
|
2024
Q2 | – | Sell |
-676
| Closed | -$226K | – | 222 |
|
|
2024
Q1 | $226K | Buy |
+676
| New | +$226K | 0.03% | 203 |
|