Icon Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $141K | Sell |
435
-1
| -0.2% | -$324 | 0.02% | 331 |
|
|
2023
Q2 | $151K | Hold |
436
| – | – | 0.02% | 349 |
|
|
2023
Q1 | $138K | Buy |
+436
| New | +$138K | 0.02% | 359 |
|
|
2020
Q1 | – | Sell |
-1,094
| Closed | -$228K | – | 156 |
|
|
2019
Q4 | $228K | Buy |
+1,094
| New | +$228K | 0.07% | 155 |
|
|
2019
Q2 | – | Sell |
-489
| Closed | -$83K | – | 202 |
|
|
2019
Q1 | $83K | Buy |
+489
| New | +$83K | 0.03% | 263 |
|
|
2018
Q3 | – | Sell |
-541
| Closed | -$74K | – | 299 |
|
|
2018
Q2 | $74K | Buy |
+541
| New | +$74K | 0.03% | 300 |
|
|
2018
Q1 | – | Sell |
-597
| Closed | -$80K | – | 284 |
|
|
2017
Q4 | $80K | Buy |
+597
| New | +$80K | 0.04% | 313 |
|