Legacy Capital Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,127
| Closed | -$331K | – | 358 |
|
|
2024
Q2 | $331K | Buy |
+1,127
| New | +$331K | 0.08% | 224 |
|
|
2024
Q1 | – | Sell |
-1,185
| Closed | -$345K | – | 127 |
|
|
2023
Q4 | $345K | Sell |
1,185
-59
| -5% | -$17.2K | 0.1% | 200 |
|
|
2023
Q3 | $403K | Buy |
1,244
+365
| +42% | +$118K | 0.11% | 169 |
|
|
2023
Q2 | $303K | Sell |
879
-367
| -29% | -$127K | 0.25% | 37 |
|
|
2023
Q1 | $393K | Buy |
1,246
+367
| +42% | +$116K | 0.11% | 166 |
|
|
2022
Q4 | $264K | Hold |
879
| – | – | 0.13% | 52 |
|
|
2022
Q3 | $235K | Sell |
879
-23
| -3% | -$6.15K | 0.12% | 48 |
|
|
2022
Q2 | $243K | Buy |
902
+84
| +10% | +$22.6K | 0.12% | 47 |
|
|
2022
Q1 | $266K | Buy |
+818
| New | +$266K | 0.11% | 50 |
|