Heritage 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 | $289K | Hold |
811
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $324K | Sell |
811
-11
| -1% | -$4.39K | 0.02% | 160 |
|
|
2024
Q4 | $295K | Buy |
822
+3
| +0.4% | +$1.08K | 0.01% | 171 |
|
|
2024
Q3 | $283K | Buy |
819
+16
| +2% | +$5.54K | 0.01% | 183 |
|
|
2024
Q2 | $236K | Hold |
803
| – | – | 0.01% | 191 |
|
|
2024
Q1 | $268K | Sell |
803
-250
| -24% | -$83.4K | 0.01% | 189 |
|
|
2023
Q4 | $306K | Hold |
1,053
| – | – | 0.02% | 177 |
|
|
2023
Q3 | $341K | Hold |
1,053
| – | – | 0.02% | 159 |
|
|
2023
Q2 | $363K | Hold |
1,053
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $332K | Hold |
1,053
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $316K | Sell |
1,053
-79
| -7% | -$23.7K | 0.02% | 165 |
|
|
2022
Q3 | $303K | Buy |
1,132
+79
| +8% | +$21.2K | 0.02% | 158 |
|
|
2022
Q2 | $284K | Buy |
1,053
+708
| +205% | +$191K | 0.02% | 162 |
|
|
2022
Q1 | $112K | Hold |
345
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $104K | Hold |
345
| – | – | 0.01% | 264 |
|
|
2021
Q3 | $98.6K | Buy |
345
+250
| +263% | +$71.4K | 0.01% | 253 |
|
|
2021
Q2 | $22.7K | Sell |
95
-3,792
| -98% | -$905K | ﹤0.01% | 402 |
|
|
2021
Q1 | $894K | Sell |
3,887
-6,211
| -62% | -$1.43M | 0.05% | 91 |
|
|
2020
Q4 | $2.13M | Buy |
10,098
+9,598
| +1,920% | +$2.03M | 0.13% | 57 |
|
|
2020
Q3 | $103K | Buy |
500
+50
| +11% | +$10.3K | 0.01% | 202 |
|
|
2020
Q2 | $86.7K | Buy |
450
+50
| +13% | +$9.63K | 0.01% | 212 |
|
|
2020
Q1 | $66K | Hold |
400
| – | – | 0.01% | 233 |
|
|
2019
Q4 | $83.3K | Hold |
400
| – | – | 0.01% | 252 |
|
|
2019
Q3 | $77K | Hold |
400
| – | – | 0.01% | 235 |
|
|
2019
Q2 | $77.2K | Hold |
400
| – | – | 0.01% | 218 |
|
|
2019
Q1 | $68.3K | Buy |
+400
| New | +$68.3K | 0.01% | 207 |
|