Heritage Wealth Management (Arizona)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $728K | Sell |
2,481
-272
| -10% | -$79.9K | 0.4% | 56 |
|
|
2024
Q1 | $919K | Buy |
2,753
+17
| +0.6% | +$5.67K | 0.47% | 49 |
|
|
2023
Q4 | $796K | Buy |
+2,736
| New | +$796K | 0.43% | 51 |
|
|
2022
Q4 | $2.22M | Buy |
7,381
+4,300
| +140% | +$1.29M | 0.32% | 55 |
|
|
2022
Q3 | $825K | Buy |
3,081
+139
| +5% | +$37.2K | 0.27% | 64 |
|
|
2022
Q2 | $793K | Buy |
2,942
+359
| +14% | +$96.8K | 0.26% | 69 |
|
|
2022
Q1 | $841K | Buy |
+2,583
| New | +$841K | 0.23% | 77 |
|
|
2021
Q2 | – | Sell |
-64
| Closed | -$15K | – | 895 |
|
|
2021
Q1 | $15K | Buy |
+64
| New | +$15K | 0.01% | 521 |
|