J.W. Coons Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-847
| Closed | -$283K | – | 236 |
|
|
2024
Q1 | $283K | Sell |
847
-175
| -17% | -$58.4K | 0.06% | 200 |
|
|
2023
Q4 | $297K | Hold |
1,022
| – | – | 0.08% | 193 |
|
|
2023
Q3 | $331K | Hold |
1,022
| – | – | 0.1% | 168 |
|
|
2023
Q2 | $353K | Hold |
1,022
| – | – | 0.1% | 177 |
|
|
2023
Q1 | $322K | Sell |
1,022
-50
| -5% | -$15.8K | 0.09% | 184 |
|
|
2022
Q4 | $322K | Buy |
1,072
+187
| +21% | +$56.1K | 0.1% | 179 |
|
|
2022
Q3 | $237K | Buy |
+885
| New | +$237K | 0.09% | 193 |
|