Janiczek Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.7K | Sell |
40
-3
| -7% | -$881 | ﹤0.01% | 637 |
|
|
2024
Q1 | $14.4K | Hold |
43
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $12.5K | Buy |
43
+1
| +2% | +$291 | ﹤0.01% | 630 |
|
|
2023
Q3 | $13.6K | Buy |
42
+3
| +8% | +$973 | ﹤0.01% | 575 |
|
|
2023
Q2 | $13.5K | Hold |
39
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $12.7K | Sell |
39
-1
| -3% | -$324 | ﹤0.01% | 527 |
|
|
2022
Q4 | $12.6K | Hold |
40
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 527 |
|
|
2022
Q2 | $12K | Sell |
40
-5
| -11% | -$1.5K | ﹤0.01% | 541 |
|
|
2022
Q1 | $15K | Hold |
45
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $14K | Hold |
45
| – | – | ﹤0.01% | 535 |
|
|
2021
Q3 | $13K | Buy |
45
+1
| +2% | +$289 | ﹤0.01% | 524 |
|
|
2021
Q2 | $11K | Sell |
44
-7
| -14% | -$1.75K | ﹤0.01% | 539 |
|
|
2021
Q1 | $12K | Buy |
51
+26
| +104% | +$6.12K | ﹤0.01% | 483 |
|
|
2020
Q4 | $5K | Buy |
25
+10
| +67% | +$2K | ﹤0.01% | 577 |
|
|
2020
Q3 | $3K | Sell |
15
-30
| -67% | -$6K | ﹤0.01% | 420 |
|
|
2020
Q2 | $9K | Buy |
+45
| New | +$9K | 0.01% | 146 |
|