KCS Wealth Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $929K | Sell |
2,866
-207
| -7% | -$67.1K | 0.4% | 70 |
|
|
2023
Q2 | $1.06M | Buy |
3,073
+35
| +1% | +$12.1K | 0.37% | 74 |
|
|
2023
Q1 | $958K | Sell |
3,038
-67
| -2% | -$21.1K | 0.36% | 78 |
|
|
2022
Q4 | $932K | Buy |
3,105
+81
| +3% | +$24.3K | 0.39% | 71 |
|
|
2022
Q3 | $810K | Sell |
3,024
-592
| -16% | -$159K | 0.37% | 78 |
|
|
2022
Q2 | $975K | Sell |
3,616
-8
| -0.2% | -$2.16K | 0.43% | 77 |
|
|
2022
Q1 | $1.18M | Buy |
3,624
+4
| +0.1% | +$1.3K | 0.55% | 67 |
|
|
2021
Q4 | $1.09M | Sell |
3,620
-31
| -0.8% | -$9.32K | 0.44% | 74 |
|
|
2021
Q3 | $1.04M | Sell |
3,651
-86
| -2% | -$24.6K | 0.49% | 71 |
|
|
2021
Q2 | $892K | Sell |
3,737
-227
| -6% | -$54.2K | 0.42% | 78 |
|
|
2021
Q1 | $912K | Buy |
3,964
+27
| +0.7% | +$6.21K | 0.47% | 76 |
|
|
2020
Q4 | $832K | Buy |
3,937
+44
| +1% | +$9.3K | 0.55% | 69 |
|
|
2020
Q3 | $803K | Buy |
+3,893
| New | +$803K | 0.64% | 65 |
|