Icon 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 | $2.93M | Sell |
8,211
-49
| -0.6% | -$17.5K | 0.21% | 82 |
|
|
2025
Q1 | $3.3M | Buy |
8,260
+7,837
| +1,853% | +$3.13M | 0.27% | 69 |
|
|
2024
Q4 | $152K | Hold |
423
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $146K | Sell |
423
-1
| -0.2% | -$346 | 0.01% | 412 |
|
|
2024
Q2 | $139K | Hold |
424
| – | – | 0.01% | 381 |
|
|
2024
Q1 | $142K | Sell |
424
-1,026
| -71% | -$343K | 0.01% | 401 |
|
|
2023
Q4 | $422K | Buy |
+1,450
| New | +$422K | 0.04% | 215 |
|
|
2022
Q4 | – | Sell |
-443
| Closed | -$119K | – | 330 |
|
|
2022
Q3 | $119K | Buy |
+443
| New | +$119K | 0.01% | 371 |
|