Kolinsky Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $214K | Sell |
595
-108
| -15% | -$38.8K | 0.13% | 160 |
|
|
2024
Q3 | $243K | Buy |
703
+7
| +1% | +$2.42K | 0.16% | 140 |
|
|
2024
Q2 | $204K | Buy |
696
+88
| +14% | +$25.8K | 0.15% | 147 |
|
|
2024
Q1 | $203K | Buy |
+608
| New | +$203K | 0.16% | 140 |
|
|
2023
Q4 | – | Sell |
-658
| Closed | -$213K | – | 135 |
|
|
2023
Q3 | $213K | Sell |
658
-7
| -1% | -$2.27K | 0.21% | 121 |
|
|
2023
Q2 | $228K | Buy |
665
+1
| +0.2% | +$342 | 0.22% | 112 |
|
|
2023
Q1 | $209K | Sell |
664
-40
| -6% | -$12.6K | 0.22% | 118 |
|
|
2022
Q4 | $211K | Buy |
+704
| New | +$211K | 0.24% | 117 |
|
|
2022
Q2 | – | Sell |
-781
| Closed | -$254K | – | 127 |
|
|
2022
Q1 | $254K | Buy |
781
+50
| +7% | +$16.3K | 0.25% | 105 |
|
|
2021
Q4 | $220K | Buy |
+731
| New | +$220K | 0.2% | 129 |
|