KCS Wealth Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $932K | Buy |
|
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|
2022
Q3 | $810K | Sell |
|
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|
2022
Q2 | $975K | Sell |
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|
2022
Q1 | $1.18M | Buy |
|
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $892K | Sell |
|
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|
2021
Q1 | $912K | Buy |
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|
2020
Q4 | $832K | Buy |
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|
2020
Q3 | $803K | Buy |
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