KFG Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
1,600
+6
| +0.4% | +$2.14K | 0.09% | 117 |
|
|
2025
Q1 | $636K | Buy |
1,594
+4
| +0.3% | +$1.6K | 0.12% | 102 |
|
|
2024
Q4 | $571K | Hold |
1,590
| – | – | 0.11% | 96 |
|
|
2024
Q3 | $550K | Sell |
1,590
-278
| -15% | -$96.2K | 0.12% | 100 |
|
|
2024
Q2 | $548K | Hold |
1,868
| – | – | 0.22% | 85 |
|
|
2024
Q1 | $623K | Hold |
1,868
| – | – | 0.26% | 73 |
|
|
2023
Q4 | $544K | Hold |
1,868
| – | – | 0.25% | 70 |
|
|
2023
Q3 | $606K | Hold |
1,868
| – | – | 0.33% | 58 |
|
|
2023
Q2 | $645K | Sell |
1,868
-400
| -18% | -$138K | 0.38% | 46 |
|
|
2023
Q1 | $737K | Hold |
2,268
| – | – | 0.51% | 33 |
|
|
2022
Q4 | $681K | Buy |
+2,268
| New | +$681K | 0.7% | 28 |
|