HighMark 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 | $2.53K | Hold |
7
| – | – | ﹤0.01% | 469 |
|
|
2025
Q1 | $2.83K | Sell |
7
-2
| -22% | -$809 | ﹤0.01% | 428 |
|
|
2024
Q4 | $3.27K | Sell |
9
-1
| -10% | -$363 | ﹤0.01% | 412 |
|
|
2024
Q3 | $3.49K | Hold |
10
| – | – | ﹤0.01% | 433 |
|
|
2024
Q2 | $2.96K | Hold |
10
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $3.36K | Hold |
10
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $2.93K | Sell |
10
-1
| -9% | -$293 | ﹤0.01% | 432 |
|
|
2023
Q3 | $3.58K | Sell |
11
-1
| -8% | -$325 | ﹤0.01% | 391 |
|
|
2023
Q2 | $4.15K | Sell |
12
-1
| -8% | -$346 | ﹤0.01% | 382 |
|
|
2023
Q1 | $4.11K | Sell |
13
-1
| -7% | -$316 | ﹤0.01% | 429 |
|
|
2022
Q4 | $4.21K | Hold |
14
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 348 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$2K | – | 491 |
|
|
2021
Q3 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 437 |
|
|
2021
Q2 | $2K | Sell |
9
-4
| -31% | -$889 | ﹤0.01% | 446 |
|
|
2021
Q1 | $3K | Sell |
13
-7
| -35% | -$1.62K | ﹤0.01% | 381 |
|
|
2020
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 323 |
|
|
2020
Q1 | $3K | Sell |
20
-9
| -31% | -$1.35K | ﹤0.01% | 260 |
|
|
2019
Q4 | $6K | Buy |
+29
| New | +$6K | 0.01% | 263 |
|