Laurel Wealth Advisors (California)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.33M | Sell |
4,422
-75
| -2% | -$22.5K | 0.13% | 173 |
|
|
2022
Q3 | $1.21M | Sell |
4,497
-593
| -12% | -$159K | 0.13% | 173 |
|
|
2022
Q2 | $1.37M | Sell |
5,090
-548
| -10% | -$148K | 0.14% | 160 |
|
|
2022
Q1 | $1.84M | Buy |
5,638
+287
| +5% | +$93.5K | 0.15% | 146 |
|
|
2021
Q4 | $1.61M | Buy |
5,351
+1,935
| +57% | +$581K | 0.12% | 167 |
|
|
2021
Q3 | $976K | Hold |
3,416
| – | – | 0.18% | 137 |
|
|
2021
Q2 | $816K | Hold |
3,416
| – | – | 0.11% | 202 |
|
|
2021
Q1 | $786K | Hold |
3,416
| – | – | 0.12% | 186 |
|
|
2020
Q4 | $722K | Hold |
3,416
| – | – | 0.11% | 188 |
|
|
2020
Q3 | $705K | Hold |
3,416
| – | – | 0.12% | 187 |
|
|
2020
Q2 | $658K | Sell |
3,416
-3
| -0.1% | -$578 | 0.12% | 183 |
|
|
2020
Q1 | $564K | Hold |
3,419
| – | – | 0.13% | 175 |
|
|
2019
Q4 | $712K | Hold |
3,419
| – | – | 0.12% | 187 |
|
|
2019
Q3 | $662K | Hold |
3,419
| – | – | 0.11% | 199 |
|
|
2019
Q2 | $660K | Buy |
3,419
+3
| +0.1% | +$579 | 0.14% | 156 |
|
|
2019
Q1 | $583K | Sell |
3,416
-23
| -0.7% | -$3.93K | 0.14% | 160 |
|
|
2018
Q4 | $499K | Sell |
3,439
-31
| -0.9% | -$4.5K | 0.15% | 157 |
|
|
2018
Q3 | $533K | Sell |
3,470
-16
| -0.5% | -$2.46K | 0.13% | 174 |
|
|
2018
Q2 | $478K | Sell |
3,486
-6
| -0.2% | -$823 | 0.13% | 185 |
|
|
2018
Q1 | $490K | Buy |
3,492
+5
| +0.1% | +$702 | 0.15% | 163 |
|
|
2017
Q4 | $462K | Sell |
3,487
-8
| -0.2% | -$1.06K | 0.13% | 178 |
|
|
2017
Q3 | $510K | Sell |
3,495
-7
| -0.2% | -$1.02K | 0.17% | 143 |
|
|
2017
Q2 | $465K | Sell |
3,502
-19
| -0.5% | -$2.52K | 0.17% | 158 |
|
|
2017
Q1 | $417K | Sell |
3,521
-11
| -0.3% | -$1.3K | 0.16% | 156 |
|
|
2016
Q4 | $393K | Sell |
3,532
-2
| -0.1% | -$223 | 0.17% | 144 |
|
|
2016
Q3 | $398K | Sell |
3,534
-20
| -0.6% | -$2.25K | 0.19% | 136 |
|
|
2016
Q2 | $388K | Hold |
3,554
| – | – | 0.19% | 138 |
|
|
2016
Q1 | $371K | Buy |
3,554
+4
| +0.1% | +$418 | 0.19% | 139 |
|
|
2015
Q4 | $327K | Buy |
+3,550
| New | +$327K | 0.17% | 161 |
|