Mowery & Schoenfeld Wealth Management’s Aon AON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.5K Buy
35
+20
+133% +$7.14K 0.02% 203
2025
Q1
$6K Sell
15
-2
-12% -$800 0.01% 309
2024
Q4
$6.11K Buy
+17
New +$6.11K 0.01% 285