LVW Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-790
| Closed | -$273K | – | 311 |
|
|
2024
Q3 | $273K | Buy |
790
+83
| +12% | +$28.7K | 0.03% | 260 |
|
|
2024
Q2 | $208K | Sell |
707
-459
| -39% | -$135K | 0.03% | 280 |
|
|
2024
Q1 | $389K | Buy |
1,166
+121
| +12% | +$40.4K | 0.07% | 198 |
|
|
2023
Q4 | $304K | Buy |
1,045
+13
| +1% | +$3.78K | 0.06% | 206 |
|
|
2023
Q3 | $335K | Buy |
1,032
+176
| +21% | +$57.1K | 0.07% | 160 |
|
|
2023
Q2 | $295K | Sell |
856
-715
| -46% | -$247K | 0.06% | 168 |
|
|
2023
Q1 | $495K | Buy |
1,571
+97
| +7% | +$30.6K | 0.1% | 143 |
|
|
2022
Q4 | $442K | Sell |
1,474
-11
| -0.7% | -$3.3K | 0.09% | 154 |
|
|
2022
Q3 | $398K | Sell |
1,485
-23
| -2% | -$6.16K | 0.09% | 149 |
|
|
2022
Q2 | $407K | Sell |
1,508
-273
| -15% | -$73.7K | 0.08% | 153 |
|
|
2022
Q1 | $580K | Sell |
1,781
-127
| -7% | -$41.4K | 0.1% | 127 |
|
|
2021
Q4 | $573K | Sell |
1,908
-108
| -5% | -$32.4K | 0.1% | 138 |
|
|
2021
Q3 | $576K | Sell |
2,016
-15
| -0.7% | -$4.29K | 0.1% | 142 |
|
|
2021
Q2 | $485K | Sell |
2,031
-32
| -2% | -$7.64K | 0.09% | 147 |
|
|
2021
Q1 | $475K | Buy |
2,063
+103
| +5% | +$23.7K | 0.09% | 151 |
|
|
2020
Q4 | $414K | Buy |
1,960
+18
| +0.9% | +$3.8K | 0.08% | 132 |
|
|
2020
Q3 | $401K | Buy |
1,942
+269
| +16% | +$55.5K | 0.09% | 120 |
|
|
2020
Q2 | $322K | Buy |
1,673
+120
| +8% | +$23.1K | 0.08% | 139 |
|
|
2020
Q1 | $256K | Buy |
1,553
+355
| +30% | +$58.5K | 0.07% | 132 |
|
|
2019
Q4 | $250K | Buy |
+1,198
| New | +$250K | 0.06% | 157 |
|