Madison Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.55M | Sell |
7,865
-41
| -0.5% | -$13.3K | 0.54% | 59 |
|
|
2023
Q2 | $2.73M | Sell |
7,906
-5
| -0.1% | -$1.73K | 0.55% | 61 |
|
|
2023
Q1 | $2.49M | Sell |
7,911
-10
| -0.1% | -$3.15K | 0.54% | 61 |
|
|
2022
Q4 | $2.38M | Buy |
7,921
+350
| +5% | +$105K | 0.54% | 59 |
|
|
2022
Q3 | $2.03M | Buy |
7,571
+280
| +4% | +$75K | 0.5% | 57 |
|
|
2022
Q2 | $1.97M | Sell |
7,291
-80
| -1% | -$21.6K | 0.48% | 60 |
|
|
2022
Q1 | $2.4M | Buy |
7,371
+35
| +0.5% | +$11.4K | 0.5% | 54 |
|
|
2021
Q4 | $2.21M | Sell |
7,336
-5
| -0.1% | -$1.5K | 0.44% | 62 |
|
|
2021
Q3 | $2.1M | Buy |
7,341
+30
| +0.4% | +$8.57K | 0.46% | 57 |
|
|
2021
Q2 | $1.75M | Buy |
7,311
+126
| +2% | +$30.1K | 0.39% | 66 |
|
|
2021
Q1 | $1.65M | Sell |
7,185
-10
| -0.1% | -$2.3K | 0.4% | 61 |
|
|
2020
Q4 | $1.52M | Buy |
7,195
+265
| +4% | +$56K | 0.4% | 54 |
|
|
2020
Q3 | $1.43M | Buy |
6,930
+210
| +3% | +$43.3K | 0.43% | 53 |
|
|
2020
Q2 | $1.29M | Buy |
6,720
+80
| +1% | +$15.4K | 0.43% | 54 |
|
|
2020
Q1 | $1.1M | Sell |
6,640
-355
| -5% | -$58.6K | 0.44% | 53 |
|
|
2019
Q4 | $1.46M | Buy |
+6,995
| New | +$1.46M | 0.42% | 48 |
|