One Wealth 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 | $255K | Sell |
715
-31
| -4% | -$11.1K | 0.04% | 245 |
|
|
2025
Q1 | $298K | Buy |
746
+9
| +1% | +$3.59K | 0.04% | 214 |
|
|
2024
Q4 | $265K | Buy |
737
+89
| +14% | +$32K | 0.04% | 203 |
|
|
2024
Q3 | $224K | Hold |
648
| – | – | 0.03% | 241 |
|
|
2024
Q2 | $214K | Buy |
+648
| New | +$214K | 0.05% | 218 |
|
|
2019
Q2 | – | Sell |
-37
| Closed | -$6K | – | 140 |
|
|
2019
Q1 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 348 |
|