J.W. Cole 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 | $444K | Buy |
1,244
+40
| +3% | +$14.3K | 0.01% | 957 |
|
|
2025
Q1 | $481K | Buy |
1,204
+213
| +21% | +$85K | 0.01% | 783 |
|
|
2024
Q4 | $356K | Buy |
991
+12
| +1% | +$4.31K | 0.01% | 724 |
|
|
2024
Q3 | $339K | Buy |
979
+2
| +0.2% | +$692 | 0.01% | 735 |
|
|
2024
Q2 | $287K | Buy |
977
+55
| +6% | +$16.1K | 0.01% | 717 |
|
|
2024
Q1 | $308K | Buy |
922
+16
| +2% | +$5.34K | 0.02% | 684 |
|
|
2023
Q4 | $264K | Buy |
906
+63
| +7% | +$18.3K | 0.02% | 686 |
|
|
2023
Q3 | $273K | Sell |
843
-9
| -1% | -$2.92K | 0.02% | 588 |
|
|
2023
Q2 | $294K | Sell |
852
-42
| -5% | -$14.5K | 0.02% | 587 |
|
|
2023
Q1 | $282K | Buy |
894
+74
| +9% | +$23.3K | 0.02% | 621 |
|
|
2022
Q4 | $246K | Sell |
820
-94
| -10% | -$28.2K | 0.02% | 625 |
|
|
2022
Q3 | $245K | Buy |
914
+92
| +11% | +$24.7K | 0.02% | 607 |
|
|
2022
Q2 | $222K | Buy |
+822
| New | +$222K | 0.02% | 642 |
|