Integrated Wealth Concepts’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
6,751
-1,097
| -14% | -$391K | 0.02% | 558 |
|
|
2025
Q1 | $3.13M | Buy |
7,848
+2,418
| +45% | +$965K | 0.04% | 452 |
|
|
2024
Q4 | $1.95M | Buy |
5,430
+162
| +3% | +$58.2K | 0.02% | 562 |
|
|
2024
Q3 | $1.82M | Sell |
5,268
-680
| -11% | -$235K | 0.02% | 574 |
|
|
2024
Q2 | $1.75M | Buy |
5,948
+314
| +6% | +$92.2K | 0.02% | 558 |
|
|
2024
Q1 | $1.88M | Sell |
5,634
-700
| -11% | -$234K | 0.03% | 543 |
|
|
2023
Q4 | $1.84M | Buy |
6,334
+1,010
| +19% | +$294K | 0.03% | 509 |
|
|
2023
Q3 | $1.73M | Buy |
5,324
+18
| +0.3% | +$5.84K | 0.03% | 500 |
|
|
2023
Q2 | $1.83M | Buy |
5,306
+1,005
| +23% | +$347K | 0.03% | 490 |
|
|
2023
Q1 | $1.36M | Buy |
4,301
+3,361
| +358% | +$1.06M | 0.03% | 518 |
|
|
2022
Q4 | $282K | Sell |
940
-14
| -1% | -$4.2K | 0.01% | 838 |
|
|
2022
Q3 | $256K | Buy |
954
+114
| +14% | +$30.6K | 0.01% | 787 |
|
|
2022
Q2 | $227K | Sell |
840
-12
| -1% | -$3.24K | 0.01% | 845 |
|
|
2022
Q1 | $278K | Sell |
852
-304
| -26% | -$99.2K | 0.01% | 771 |
|
|
2021
Q4 | $348K | Sell |
1,156
-13
| -1% | -$3.91K | 0.01% | 713 |
|
|
2021
Q3 | $334K | Buy |
1,169
+55
| +5% | +$15.7K | 0.01% | 698 |
|
|
2021
Q2 | $266K | Sell |
1,114
-373
| -25% | -$89.1K | 0.01% | 692 |
|
|
2021
Q1 | $342K | Buy |
+1,487
| New | +$342K | 0.01% | 555 |
|