MPS Loria Financial Planners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
1,030
| – | – | 0.11% | 57 |
|
|
2025
Q1 | $411K | Hold |
1,030
| – | – | 0.12% | 50 |
|
|
2024
Q4 | $370K | Hold |
1,030
| – | – | 0.11% | 53 |
|
|
2024
Q3 | $356K | Hold |
1,030
| – | – | 0.11% | 56 |
|
|
2024
Q2 | $302K | Hold |
1,030
| – | – | 0.1% | 61 |
|
|
2024
Q1 | $344K | Hold |
1,030
| – | – | 0.12% | 57 |
|
|
2023
Q4 | $300K | Hold |
1,030
| – | – | 0.11% | 60 |
|
|
2023
Q3 | $334K | Hold |
1,030
| – | – | 0.13% | 51 |
|
|
2023
Q2 | $356K | Hold |
1,030
| – | – | 0.13% | 52 |
|
|
2023
Q1 | $325K | Buy |
1,030
+18
| +2% | +$5.68K | 0.13% | 50 |
|
|
2022
Q4 | $304K | Sell |
1,012
-18
| -2% | -$5.4K | 0.14% | 54 |
|
|
2022
Q3 | $276K | Buy |
1,030
+17
| +2% | +$4.56K | 0.11% | 57 |
|
|
2022
Q2 | $273K | Sell |
1,013
-1
| -0.1% | -$269 | 0.12% | 56 |
|
|
2022
Q1 | $330K | Hold |
1,014
| – | – | 0.14% | 57 |
|
|
2021
Q4 | $304K | Sell |
1,014
-68
| -6% | -$20.4K | 0.12% | 61 |
|
|
2021
Q3 | $309K | Hold |
1,082
| – | – | 0.14% | 54 |
|
|
2021
Q2 | $258K | Hold |
1,082
| – | – | 0.12% | 65 |
|
|
2021
Q1 | $248K | Hold |
1,082
| – | – | 0.12% | 67 |
|
|
2020
Q4 | $221K | Buy |
1,082
+82
| +8% | +$16.7K | 0.1% | 72 |
|
|
2020
Q3 | $206K | Hold |
1,000
| – | – | 0.11% | 69 |
|
|
2020
Q2 | $193K | Buy |
+1,000
| New | +$193K | 0.1% | 71 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$208K | – | 67 |
|
|
2019
Q4 | $208K | Buy |
+1,000
| New | +$208K | 0.12% | 71 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$139K | – | 89 |
|
|
2017
Q2 | $139K | Buy |
+1,000
| New | +$139K | 0.09% | 96 |
|