IFP 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 | $191K | Sell |
100
-197
| -66% | -$377K | 0.01% | 1292 |
|
|
2025
Q1 | $118K | Sell |
297
-6
| -2% | -$2.39K | ﹤0.01% | 1429 |
|
|
2024
Q4 | $109K | Sell |
303
-103
| -25% | -$37K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $140K | Sell |
406
-59
| -13% | -$20.4K | 0.01% | 1262 |
|
|
2024
Q2 | $136K | Sell |
465
-37
| -7% | -$10.9K | 0.01% | 1225 |
|
|
2024
Q1 | $168K | Buy |
502
+57
| +13% | +$19K | 0.01% | 1082 |
|
|
2023
Q4 | $130K | Sell |
445
-371
| -45% | -$108K | 0.01% | 1148 |
|
|
2023
Q3 | $265K | Buy |
816
+20
| +3% | +$6.48K | 0.01% | 837 |
|
|
2023
Q2 | $275K | Hold |
796
| – | – | 0.01% | 868 |
|
|
2023
Q1 | $122K | Sell |
796
-1,068
| -57% | -$164K | 0.01% | 1150 |
|
|
2022
Q4 | $310K | Sell |
1,864
-283
| -13% | -$47.1K | 0.01% | 1129 |
|
|
2022
Q3 | $362K | Buy |
2,147
+465
| +28% | +$78.4K | 0.01% | 1084 |
|
|
2022
Q2 | $284K | Hold |
1,682
| – | – | 0.01% | 1104 |
|
|
2022
Q1 | $284K | Buy |
1,682
+596
| +55% | +$101K | 0.01% | 1104 |
|
|
2021
Q4 | $331K | Sell |
1,086
-67
| -6% | -$20.4K | 0.01% | 733 |
|
|
2021
Q3 | $330K | Sell |
1,153
-45
| -4% | -$12.9K | 0.01% | 703 |
|
|
2021
Q2 | $286K | Sell |
1,198
-30
| -2% | -$7.16K | 0.01% | 742 |
|
|
2021
Q1 | $279K | Buy |
1,228
+11
| +0.9% | +$2.5K | 0.01% | 700 |
|
|
2020
Q4 | $251K | Buy |
1,217
+396
| +48% | +$81.7K | 0.01% | 720 |
|
|
2020
Q3 | $170K | Buy |
821
+419
| +104% | +$86.8K | 0.01% | 766 |
|
|
2020
Q2 | $78K | Buy |
402
+75
| +23% | +$14.6K | 0.01% | 1018 |
|
|
2020
Q1 | $55K | Buy |
327
+219
| +203% | +$36.8K | 0.01% | 1066 |
|
|
2019
Q4 | $23K | Buy |
108
+37
| +52% | +$7.88K | ﹤0.01% | 1555 |
|
|
2019
Q3 | $14K | Buy |
+71
| New | +$14K | ﹤0.01% | 1898 |
|
|
2019
Q1 | $18K | Sell |
108
-292
| -73% | -$48.7K | ﹤0.01% | 1382 |
|
|
2018
Q4 | $57K | Buy |
400
+4
| +1% | +$570 | ﹤0.01% | 1514 |
|
|
2018
Q3 | $61K | Sell |
396
-91
| -19% | -$14K | ﹤0.01% | 1773 |
|
|
2018
Q2 | $67K | Buy |
487
+97
| +25% | +$13.3K | ﹤0.01% | 1716 |
|
|
2018
Q1 | $52K | Hold |
390
| – | – | ﹤0.01% | 1784 |
|
|
2017
Q4 | $52K | Sell |
390
-2,165
| -85% | -$289K | ﹤0.01% | 1780 |
|
|
2017
Q3 | $373K | Sell |
2,555
-834
| -25% | -$122K | 0.01% | 815 |
|
|
2017
Q2 | $451K | Buy |
3,389
+94
| +3% | +$12.5K | 0.02% | 718 |
|
|
2017
Q1 | $391K | Buy |
3,295
+310
| +10% | +$36.8K | 0.02% | 789 |
|
|
2016
Q4 | $333K | Sell |
2,985
-115
| -4% | -$12.8K | 0.02% | 807 |
|
|
2016
Q3 | $349K | Sell |
3,100
-18
| -0.6% | -$2.03K | 0.02% | 734 |
|
|
2016
Q2 | $341K | Buy |
3,118
+3,010
| +2,787% | +$329K | 0.02% | 716 |
|
|
2016
Q1 | $18K | Sell |
108
-1,214
| -92% | -$202K | ﹤0.01% | 1382 |
|
|
2015
Q4 | $122K | Buy |
+1,322
| New | +$122K | 0.01% | 1057 |
|