MBL Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
1,414
-89
| -6% | -$31.8K | 0.05% | 140 |
|
|
2025
Q1 | $600K | Buy |
1,503
+31
| +2% | +$12.4K | 0.06% | 122 |
|
|
2024
Q4 | $529K | Hold |
1,472
| – | – | 0.05% | 134 |
|
|
2024
Q3 | $509K | Buy |
1,472
+15
| +1% | +$5.19K | 0.05% | 134 |
|
|
2024
Q2 | $428K | Buy |
+1,457
| New | +$428K | 0.05% | 135 |
|