J.W. Cole Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Buy |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $481K | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $222K | Buy |
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