Inspirion 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 | $366K | Sell |
1,027
-100
| -9% | -$35.7K | 0.05% | 113 |
|
|
2025
Q1 | $450K | Sell |
1,127
-100
| -8% | -$39.9K | 0.06% | 101 |
|
|
2024
Q4 | $428K | Hold |
1,227
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $425K | Hold |
1,227
| – | – | 0.06% | 105 |
|
|
2024
Q2 | $360K | Sell |
1,227
-193
| -14% | -$56.7K | 0.06% | 105 |
|
|
2024
Q1 | $474K | Hold |
1,420
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $409K | Buy |
+1,420
| New | +$409K | 0.07% | 94 |
|