Independent Advisor Alliance’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
1,414
+14
| +1% | +$5K | 0.01% | 585 |
|
|
2025
Q1 | $559K | Buy |
1,400
+22
| +2% | +$8.78K | 0.02% | 501 |
|
|
2024
Q4 | $495K | Buy |
1,378
+513
| +59% | +$184K | 0.01% | 964 |
|
|
2024
Q3 | $299K | Sell |
865
-9
| -1% | -$3.11K | 0.01% | 566 |
|
|
2024
Q2 | $257K | Buy |
874
+194
| +29% | +$57K | 0.01% | 609 |
|
|
2024
Q1 | $227K | Sell |
680
-78
| -10% | -$26K | 0.01% | 633 |
|
|
2023
Q4 | $221K | Sell |
758
-78
| -9% | -$22.7K | 0.01% | 623 |
|
|
2023
Q3 | $271K | Buy |
836
+46
| +6% | +$14.9K | 0.01% | 535 |
|
|
2023
Q2 | $273K | Sell |
790
-608
| -43% | -$210K | 0.01% | 545 |
|
|
2023
Q1 | $441K | Buy |
+1,398
| New | +$441K | 0.02% | 444 |
|
|
2022
Q4 | – | Sell |
-992
| Closed | -$266K | – | 434 |
|
|
2022
Q3 | $266K | Buy |
992
+14
| +1% | +$3.75K | 0.02% | 510 |
|
|
2022
Q2 | $264K | Sell |
978
-56
| -5% | -$15.1K | 0.01% | 508 |
|
|
2022
Q1 | $337K | Hold |
1,034
| – | – | 0.02% | 485 |
|
|
2021
Q4 | $311K | Buy |
1,034
+265
| +34% | +$79.7K | 0.02% | 509 |
|
|
2021
Q3 | $220K | Buy |
+769
| New | +$220K | 0.01% | 569 |
|
|
2020
Q4 | – | Sell |
-980
| Closed | -$202K | – | 542 |
|
|
2020
Q3 | $202K | Buy |
+980
| New | +$202K | 0.02% | 454 |
|