Kingswood Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-539
| Closed | -$215K | – | 747 |
|
|
2025
Q1 | $215K | Buy |
+539
| New | +$215K | 0.02% | 665 |
|
|
2024
Q4 | – | Sell |
-4,953
| Closed | -$1.71M | – | 796 |
|
|
2024
Q3 | $1.71M | Buy |
4,953
+251
| +5% | +$86.8K | 0.12% | 189 |
|
|
2024
Q2 | $1.38M | Sell |
4,702
-348
| -7% | -$102K | 0.12% | 178 |
|
|
2024
Q1 | $1.69M | Sell |
5,050
-259
| -5% | -$86.4K | 0.19% | 131 |
|
|
2023
Q4 | $1.55M | Sell |
5,309
-77
| -1% | -$22.4K | 0.18% | 133 |
|
|
2023
Q3 | $1.75M | Buy |
+5,386
| New | +$1.75M | 0.3% | 85 |
|