Lake Street Advisors Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $758K | Buy |
2,110
+50
| +2% | +$18K | 0.03% | 260 |
|
|
2024
Q3 | $713K | Buy |
2,060
+5
| +0.2% | +$1.73K | 0.03% | 268 |
|
|
2024
Q2 | $603K | Buy |
2,055
+30
| +1% | +$8.81K | 0.03% | 287 |
|
|
2024
Q1 | $676K | Buy |
2,025
+81
| +4% | +$27K | 0.03% | 291 |
|
|
2023
Q4 | $566K | Buy |
+1,944
| New | +$566K | 0.03% | 307 |
|
|
2018
Q3 | – | Sell |
-1,490
| Closed | -$204K | – | 224 |
|
|
2018
Q2 | $204K | Sell |
1,490
-934
| -39% | -$128K | 0.02% | 311 |
|
|
2018
Q1 | $340K | Sell |
2,424
-139
| -5% | -$19.5K | 0.04% | 182 |
|
|
2017
Q4 | $343K | Buy |
+2,563
| New | +$343K | 0.04% | 192 |
|