Huber Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.4M | Hold |
8,491
| – | – | 0.52% | 24 |
|
|
2019
Q4 | $1.77M | Sell |
8,491
-119
| -1% | -$24.8K | 0.61% | 23 |
|
|
2019
Q3 | $1.67M | Sell |
8,610
-103
| -1% | -$19.9K | 0.65% | 22 |
|
|
2019
Q2 | $1.68M | Sell |
8,713
-129
| -1% | -$24.9K | 0.73% | 17 |
|
|
2019
Q1 | $1.51M | Buy |
8,842
+92
| +1% | +$15.7K | 0.74% | 18 |
|
|
2018
Q4 | $1.27M | Hold |
8,750
| – | – | 0.69% | 22 |
|
|
2018
Q3 | $1.35M | Sell |
8,750
-1,653
| -16% | -$254K | 1.03% | 18 |
|
|
2018
Q2 | $1.43M | Sell |
10,403
-83
| -0.8% | -$11.4K | 1.3% | 15 |
|
|
2018
Q1 | $1.47M | Buy |
10,486
+454
| +5% | +$63.7K | 1.45% | 13 |
|
|
2017
Q4 | $1.34M | Buy |
+10,032
| New | +$1.34M | 1.48% | 15 |
|