NewEdge Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
6,396
-1,156
| -15% | -$422K | 0.04% | 347 |
|
|
2025
Q1 | $3.01M | Buy |
7,552
+3,090
| +69% | +$1.23M | 0.05% | 268 |
|
|
2024
Q4 | $1.6M | Buy |
4,462
+25
| +0.6% | +$8.98K | 0.03% | 399 |
|
|
2024
Q3 | $1.54M | Sell |
4,437
-656
| -13% | -$227K | 0.03% | 391 |
|
|
2024
Q2 | $1.5M | Sell |
5,093
-12
| -0.2% | -$3.52K | 0.03% | 357 |
|
|
2024
Q1 | $1.43M | Buy |
5,105
+289
| +6% | +$80.9K | 0.03% | 370 |
|
|
2023
Q4 | $1.4M | Buy |
4,816
+1,208
| +33% | +$352K | 0.04% | 354 |
|
|
2023
Q3 | $1.17M | Buy |
3,608
+205
| +6% | +$66.5K | 0.04% | 333 |
|
|
2023
Q2 | $1.17M | Buy |
3,403
+254
| +8% | +$87.7K | 0.04% | 326 |
|
|
2023
Q1 | $993K | Buy |
3,149
+55
| +2% | +$17.3K | 0.04% | 317 |
|
|
2022
Q4 | $929K | Buy |
3,094
+473
| +18% | +$142K | 0.04% | 298 |
|
|
2022
Q3 | $702K | Sell |
2,621
-756
| -22% | -$202K | 0.03% | 303 |
|
|
2022
Q2 | $911K | Buy |
3,377
+1,721
| +104% | +$464K | 0.04% | 297 |
|
|
2022
Q1 | $539K | Buy |
1,656
+757
| +84% | +$246K | 0.02% | 289 |
|
|
2021
Q4 | $270K | Buy |
+899
| New | +$270K | 0.01% | 352 |
|