Kestra Private Wealth Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
1,063
-175
| -14% | -$62.4K | 0.01% | 1158 |
|
|
2025
Q1 | $494K | Sell |
1,238
-74
| -6% | -$29.5K | 0.01% | 962 |
|
|
2024
Q4 | $471K | Buy |
1,312
+275
| +27% | +$98.8K | 0.01% | 940 |
|
|
2024
Q3 | $359K | Sell |
1,037
-3
| -0.3% | -$1.04K | 0.01% | 1020 |
|
|
2024
Q2 | $305K | Sell |
1,040
-1,043
| -50% | -$306K | 0.01% | 1036 |
|
|
2024
Q1 | $695K | Buy |
2,083
+109
| +6% | +$36.4K | 0.02% | 677 |
|
|
2023
Q4 | $574K | Buy |
1,974
+739
| +60% | +$215K | 0.01% | 683 |
|
|
2023
Q3 | $400K | Buy |
+1,235
| New | +$400K | 0.01% | 750 |
|
|
2022
Q4 | – | Sell |
-953
| Closed | -$255K | – | 900 |
|
|
2022
Q3 | $255K | Buy |
+953
| New | +$255K | 0.01% | 702 |
|
|
2021
Q3 | – | Sell |
-895
| Closed | -$214K | – | 922 |
|
|
2021
Q2 | $214K | Sell |
895
-12
| -1% | -$2.87K | 0.01% | 789 |
|
|
2021
Q1 | $209K | Buy |
+907
| New | +$209K | 0.01% | 723 |
|