Moneta Group Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
2,481
+63
| +3% | +$22.5K | 0.01% | 327 |
|
|
2025
Q1 | $965K | Sell |
2,418
-12
| -0.5% | -$4.79K | 0.01% | 295 |
|
|
2024
Q4 | $873K | Sell |
2,430
-23
| -0.9% | -$8.26K | 0.01% | 301 |
|
|
2024
Q3 | $849K | Sell |
2,453
-19
| -0.8% | -$6.57K | 0.01% | 303 |
|
|
2024
Q2 | $726K | Sell |
2,472
-37
| -1% | -$10.9K | 0.01% | 318 |
|
|
2024
Q1 | $837K | Buy |
2,509
+70
| +3% | +$23.4K | 0.01% | 288 |
|
|
2023
Q4 | $710K | Sell |
2,439
-69
| -3% | -$20.1K | 0.01% | 281 |
|
|
2023
Q3 | $813K | Sell |
2,508
-94
| -4% | -$30.5K | 0.02% | 250 |
|
|
2023
Q2 | $898K | Sell |
2,602
-28
| -1% | -$9.66K | 0.02% | 238 |
|
|
2023
Q1 | $829K | Buy |
2,630
+152
| +6% | +$47.9K | 0.02% | 236 |
|
|
2022
Q4 | $790K | Sell |
2,478
-158
| -6% | -$50.3K | 0.02% | 228 |
|
|
2022
Q3 | $706K | Sell |
2,636
-508
| -16% | -$136K | 0.03% | 221 |
|
|
2022
Q2 | $848K | Buy |
3,144
+580
| +23% | +$156K | 0.03% | 227 |
|
|
2022
Q1 | $835K | Sell |
2,564
-21
| -0.8% | -$6.84K | 0.03% | 228 |
|
|
2021
Q4 | $777K | Sell |
2,585
-312
| -11% | -$93.8K | 0.03% | 237 |
|
|
2021
Q3 | $828K | Sell |
2,897
-35
| -1% | -$10K | 0.04% | 216 |
|
|
2021
Q2 | $700K | Buy |
2,932
+1,289
| +78% | +$308K | 0.03% | 234 |
|
|
2021
Q1 | $378K | Sell |
1,643
-113
| -6% | -$26K | 0.02% | 294 |
|
|
2020
Q4 | $371K | Sell |
1,756
-67
| -4% | -$14.2K | 0.03% | 229 |
|
|
2020
Q3 | $376K | Sell |
1,823
-46
| -2% | -$9.49K | 0.03% | 199 |
|
|
2020
Q2 | $360K | Buy |
1,869
+88
| +5% | +$17K | 0.03% | 195 |
|
|
2020
Q1 | $294K | Buy |
1,781
+29
| +2% | +$4.79K | 0.03% | 200 |
|
|
2019
Q4 | $365K | Sell |
1,752
-77
| -4% | -$16K | 0.03% | 196 |
|
|
2019
Q3 | $354K | Buy |
+1,829
| New | +$354K | 0.03% | 196 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 599 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 455 |
|