National Wealth Management Group’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,434	Closed	-$421K	–	145
2024 Q2	$421K	Buy	+1,434	New	+$421K	0.32%	75
2023 Q2	–	Sell	-1,742	Closed	-$586K	–	133
2023 Q1	$586K	Buy	+1,742	New	+$586K	0.67%	37