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JFS Wealth Advisors’s Aon AON Stock Holding History

JFS Wealth Advisors’s Portfolio AON Stock Details AON Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Sell
957
-10
-1% -$3.57K 0.02% 244
2025
Q1 		$386K Sell
967
-58
-6% -$23.1K 0.03% 225
2024
Q4 		$368K Hold
1,025
– – 0.03% 226
2024
Q3 		$355K Sell
1,025
-215
-17% -$74.4K 0.02% 231
2024
Q2 		$364K Sell
1,240
-4
-0.3% -$1.17K 0.03% 175
2024
Q1 		$415K Sell
1,244
-2
-0.2% -$667 0.03% 165
2023
Q4 		$363K Buy
1,246
+38
+3% +$11.1K 0.03% 164
2023
Q3 		$392K Hold
1,208
– – 0.04% 163
2023
Q2 		$417K Sell
1,208
-99
-8% -$34.2K 0.04% 162
2023
Q1 		$412K Sell
1,307
-1
-0.1% -$315 0.04% 159
2022
Q4 		$393K Buy
1,308
+1
+0.1% +$300 0.04% 162
2022
Q3 		$350K Buy
1,307
+4
+0.3% +$1.07K 0.04% 167
2022
Q2 		$351K Sell
1,303
-130
-9% -$35K 0.04% 162
2022
Q1 		$467K Buy
1,433
+29
+2% +$9.45K 0.04% 164
2021
Q4 		$422K Hold
1,404
– – 0.04% 169
2021
Q3 		$401K Hold
1,404
– – 0.04% 164
2021
Q2 		$335K Hold
1,404
– – 0.05% 135
2021
Q1 		$323K Hold
1,404
– – 0.07% 121
2020
Q4 		$297K Buy
1,404
+52
+4% +$11K 0.06% 123
2020
Q3 		$279K Sell
1,352
-300
-18% -$61.9K 0.07% 116
2020
Q2 		$318K Hold
1,652
– – 0.08% 107
2020
Q1 		$273K Hold
1,652
– – 0.08% 106
2019
Q4 		$344K Hold
1,652
– – 0.08% 113
2019
Q3 		$320K Hold
1,652
– – 0.08% 114
2019
Q2 		$319K Hold
1,652
– – 0.08% 117
2019
Q1 		$282K Hold
1,652
– – 0.07% 120
2018
Q4 		$240K Hold
1,652
– – 0.06% 124
2018
Q3 		$254K Hold
1,652
– – 0.07% 128
2018
Q2 		$227K Hold
1,652
– – 0.06% 129
2018
Q1 		$232K Hold
1,652
– – 0.06% 129
2017
Q4 		$221K Hold
1,652
– – 0.05% 130
2017
Q3 		$241K Hold
1,652
– – 0.06% 120
2017
Q2 		$220K Hold
1,652
– – 0.06% 112
2017
Q1 		$184K Hold
1,652
– – 0.05% 132
2016
Q4 		$184K Sell
1,652
-1,652
-50% -$184K 0.05% 132
2016
Q3 		$372K Hold
3,304
– – 0.11% 91
2016
Q2 		$361K Sell
3,304
-3
-0.1% -$328 0.1% 116
2016
Q1 		$345K Buy
3,307
+3
+0.1% +$313 0.1% 98
2015
Q4 		$305K Hold
3,304
– – 0.09% 109
2015
Q3 		$293K Hold
3,304
– – 0.13% 83
2015
Q2 		$329K Hold
3,304
– – 0.17% 67
2015
Q1 		$318K Hold
3,304
– – 0.15% 69
2014
Q4 		$313K Hold
3,304
– – 0.05% 66
2014
Q3 		$290K Hold
3,304
– – 0.05% 60
2014
Q2 		$298K Hold
3,304
– – 0.05% 61
2014
Q1 		$278K Hold
3,304
– – 0.15% 89
2013
Q4 		$277K Hold
3,304
– – 0.12% 97
2013
Q3 		$246K Hold
3,304
– – 0.11% 105
2013
Q2 		$213K Buy
+3,304
New +$213K 0.11% 106