OneDigital Investment 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 | $2.59M | Sell |
7,271
-502
| -6% | -$179K | 0.03% | 362 |
|
|
2025
Q1 | $3.1M | Sell |
7,773
-1,316
| -14% | -$525K | 0.04% | 310 |
|
|
2024
Q4 | $3.26M | Sell |
9,089
-701
| -7% | -$252K | 0.04% | 318 |
|
|
2024
Q3 | $3.39M | Sell |
9,790
-2,143
| -18% | -$741K | 0.04% | 316 |
|
|
2024
Q2 | $3.5M | Buy |
11,933
+8,173
| +217% | +$2.4M | 0.04% | 293 |
|
|
2024
Q1 | $1.25M | Buy |
3,760
+34
| +0.9% | +$11.3K | 0.02% | 440 |
|
|
2023
Q4 | $1.08M | Buy |
3,726
+357
| +11% | +$104K | 0.02% | 450 |
|
|
2023
Q3 | $1.09M | Sell |
3,369
-345
| -9% | -$112K | 0.02% | 399 |
|
|
2023
Q2 | $1.28M | Sell |
3,714
-76
| -2% | -$26.2K | 0.03% | 362 |
|
|
2023
Q1 | $1.19M | Buy |
3,790
+1,372
| +57% | +$433K | 0.03% | 361 |
|
|
2022
Q4 | $726K | Sell |
2,418
-128
| -5% | -$38.4K | 0.02% | 428 |
|
|
2022
Q3 | $682K | Buy |
2,546
+1,092
| +75% | +$293K | 0.03% | 381 |
|
|
2022
Q2 | $392K | Buy |
1,454
+10
| +0.7% | +$2.7K | 0.02% | 490 |
|
|
2022
Q1 | $470K | Sell |
1,444
-96
| -6% | -$31.2K | 0.02% | 451 |
|
|
2021
Q4 | $463K | Buy |
1,540
+49
| +3% | +$14.7K | 0.02% | 460 |
|
|
2021
Q3 | $426K | Sell |
1,491
-594
| -28% | -$170K | 0.02% | 463 |
|
|
2021
Q2 | $498K | Buy |
2,085
+711
| +52% | +$170K | 0.02% | 408 |
|
|
2021
Q1 | $316K | Buy |
+1,374
| New | +$316K | 0.01% | 493 |
|
|
2019
Q3 | – | Sell |
-538
| Closed | -$104K | – | 551 |
|
|
2019
Q2 | $104K | Buy |
538
+1
| +0.2% | +$193 | 0.01% | 457 |
|
|
2019
Q1 | $92K | Buy |
537
+1
| +0.2% | +$171 | 0.01% | 385 |
|
|
2018
Q4 | $78K | Buy |
+536
| New | +$78K | 0.01% | 378 |
|
|
2018
Q3 | – | Sell |
-533
| Closed | -$73K | – | 1044 |
|
|
2018
Q2 | $73K | Buy |
533
+2
| +0.4% | +$274 | 0.02% | 396 |
|
|
2018
Q1 | $75K | Buy |
531
+1
| +0.2% | +$141 | 0.02% | 409 |
|
|
2017
Q4 | $71K | Hold |
530
| – | – | 0.01% | 416 |
|
|
2017
Q3 | $77K | Buy |
+530
| New | +$77K | 0.03% | 280 |
|