IHT 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 | – | Sell |
-575
| Closed | -$226K | – | 1149 |
|
|
2025
Q1 | $226K | Sell |
575
-6
| -1% | -$2.35K | 0.01% | 972 |
|
|
2024
Q4 | $209K | Sell |
581
-173
| -23% | -$62.1K | 0.01% | 1005 |
|
|
2024
Q3 | $265K | Buy |
+754
| New | +$265K | 0.01% | 960 |
|
|
2024
Q1 | – | Sell |
-1,057
| Closed | -$308K | – | 1014 |
|
|
2023
Q4 | $308K | Sell |
1,057
-58
| -5% | -$16.9K | 0.01% | 758 |
|
|
2023
Q3 | $361K | Buy |
1,115
+246
| +28% | +$79.7K | 0.02% | 658 |
|
|
2023
Q2 | $300K | Sell |
869
-153
| -15% | -$52.8K | 0.02% | 728 |
|
|
2023
Q1 | $322K | Sell |
1,022
-52
| -5% | -$16.4K | 0.02% | 672 |
|
|
2022
Q4 | $322K | Sell |
1,074
-116
| -10% | -$34.8K | 0.02% | 629 |
|
|
2022
Q3 | $319K | Buy |
+1,190
| New | +$319K | 0.02% | 596 |
|
|
2021
Q2 | – | Sell |
-1,582
| Closed | -$364K | – | 945 |
|
|
2021
Q1 | $364K | Sell |
1,582
-16
| -1% | -$3.68K | 0.03% | 562 |
|
|
2020
Q4 | $338K | Buy |
1,598
+10
| +0.6% | +$2.12K | 0.03% | 520 |
|
|
2020
Q3 | $328K | Buy |
1,588
+6
| +0.4% | +$1.24K | 0.03% | 455 |
|
|
2020
Q2 | $305K | Buy |
1,582
+25
| +2% | +$4.82K | 0.04% | 407 |
|
|
2020
Q1 | $257K | Buy |
1,557
+81
| +5% | +$13.4K | 0.04% | 436 |
|
|
2019
Q4 | $307K | Sell |
1,476
-34
| -2% | -$7.07K | 0.04% | 441 |
|
|
2019
Q3 | $292K | Buy |
1,510
+187
| +14% | +$36.2K | 0.04% | 435 |
|
|
2019
Q2 | $255K | Hold |
1,323
| – | – | 0.04% | 432 |
|
|
2019
Q1 | $226K | Sell |
1,323
-137
| -9% | -$23.4K | 0.04% | 432 |
|
|
2018
Q4 | $212K | Buy |
+1,460
| New | +$212K | 0.04% | 410 |
|
|
2018
Q2 | – | Sell |
-22
| Closed | -$3K | – | 461 |
|
|
2018
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1415 |
|
|
2017
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 1412 |
|
|
2017
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 1144 |
|
|
2017
Q2 | $5 | Hold |
22
| – | – | ﹤0.01% | 1090 |
|
|
2017
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 1016 |
|
|
2016
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1018 |
|