Obsidian Personal Planning Solutions’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-555
| Closed | -$206K | – | 106 |
|
|
2024
Q4 | $206K | Hold |
555
| – | – | 0.1% | 102 |
|
|
2024
Q3 | $204K | Buy |
+555
| New | +$204K | 0.11% | 97 |
|
|
2024
Q1 | – | Sell |
-1,145
| Closed | -$333K | – | 102 |
|
|
2023
Q4 | $333K | Hold |
1,145
| – | – | 0.25% | 50 |
|
|
2023
Q3 | $371K | Buy |
1,145
+87
| +8% | +$28.2K | 0.32% | 42 |
|
|
2023
Q2 | $365K | Buy |
+1,058
| New | +$365K | 0.45% | 40 |
|