Mutual 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 | $281K | Buy |
754
+113
| +18% | +$42.1K | 0.01% | 991 |
|
|
2025
Q1 | $215K | Buy |
+641
| New | +$215K | 0.01% | 1008 |
|
|
2023
Q4 | – | Sell |
-1,780
| Closed | -$577K | – | 1005 |
|
|
2023
Q3 | $577K | Buy |
+1,780
| New | +$577K | 0.02% | 582 |
|
|
2022
Q4 | – | Sell |
-753
| Closed | -$202K | – | 915 |
|
|
2022
Q3 | $202K | Buy |
+753
| New | +$202K | 0.01% | 827 |
|
|
2022
Q2 | – | Sell |
-618
| Closed | -$201K | – | 823 |
|
|
2022
Q1 | $201K | Buy |
+618
| New | +$201K | 0.01% | 829 |
|