Optimum 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 | $357K | Hold |
1,000
| – | – | 0.15% | 124 |
|
|
2025
Q1 | $399K | Hold |
1,000
| – | – | 0.19% | 110 |
|
|
2024
Q4 | $359K | Hold |
1,000
| – | – | 0.16% | 123 |
|
|
2024
Q3 | $346K | Hold |
1,000
| – | – | 0.15% | 135 |
|
|
2024
Q2 | $294K | Hold |
1,000
| – | – | 0.13% | 150 |
|
|
2024
Q1 | $334K | Hold |
1,000
| – | – | 0.15% | 140 |
|
|
2023
Q4 | $291K | Hold |
1,000
| – | – | 0.15% | 149 |
|
|
2023
Q3 | $324K | Hold |
1,000
| – | – | 0.17% | 135 |
|
|
2023
Q2 | $345K | Hold |
1,000
| – | – | 0.17% | 133 |
|
|
2023
Q1 | $315K | Hold |
1,000
| – | – | 0.17% | 139 |
|
|
2022
Q4 | $300K | Hold |
1,000
| – | – | 0.16% | 143 |
|
|
2022
Q3 | $268K | Hold |
1,000
| – | – | 0.14% | 155 |
|
|
2022
Q2 | $270K | Hold |
1,000
| – | – | 0.14% | 156 |
|
|
2022
Q1 | $326K | Hold |
1,000
| – | – | 0.14% | 149 |
|
|
2021
Q4 | $301K | Hold |
1,000
| – | – | 0.12% | 170 |
|
|
2021
Q3 | $286K | Hold |
1,000
| – | – | 0.12% | 167 |
|
|
2021
Q2 | $239K | Hold |
1,000
| – | – | 0.07% | 235 |
|
|
2021
Q1 | $230K | Hold |
1,000
| – | – | 0.07% | 238 |
|
|
2020
Q4 | $211K | Hold |
1,000
| – | – | 0.06% | 238 |
|
|
2020
Q3 | $206K | Hold |
1,000
| – | – | 0.07% | 232 |
|
|
2020
Q2 | $193K | Sell |
1,000
-150
| -13% | -$29K | 0.07% | 242 |
|
|
2020
Q1 | $190K | Sell |
1,150
-150
| -12% | -$24.8K | 0.08% | 220 |
|
|
2019
Q4 | $271K | Buy |
1,300
+92
| +8% | +$19.2K | 0.08% | 229 |
|
|
2019
Q3 | $234K | Sell |
1,208
-292
| -19% | -$56.6K | 0.07% | 242 |
|
|
2019
Q2 | $289K | Hold |
1,500
| – | – | 0.09% | 213 |
|
|
2019
Q1 | $256K | Sell |
1,500
-600
| -29% | -$102K | 0.08% | 231 |
|
|
2018
Q4 | $305K | Hold |
2,100
| – | – | 0.1% | 194 |
|
|
2018
Q3 | $323K | Hold |
2,100
| – | – | 0.09% | 220 |
|
|
2018
Q2 | $288K | Hold |
2,100
| – | – | 0.08% | 238 |
|
|
2018
Q1 | $295K | Hold |
2,100
| – | – | 0.09% | 228 |
|
|
2017
Q4 | $281K | Hold |
2,100
| – | – | 0.09% | 247 |
|
|
2017
Q3 | $307K | Hold |
2,100
| – | – | 0.1% | 221 |
|
|
2017
Q2 | $279K | Hold |
2,100
| – | – | 0.1% | 230 |
|
|
2017
Q1 | $249K | Hold |
2,100
| – | – | 0.09% | 243 |
|
|
2016
Q4 | $234K | Sell |
2,100
-200
| -9% | -$22.3K | 0.09% | 244 |
|
|
2016
Q3 | $259K | Hold |
2,300
| – | – | 0.1% | 236 |
|
|
2016
Q2 | $251K | Hold |
2,300
| – | – | 0.1% | 228 |
|
|
2016
Q1 | $240K | Sell |
2,300
-450
| -16% | -$47K | 0.09% | 222 |
|
|
2015
Q4 | $254K | Hold |
2,750
| – | – | 0.1% | 226 |
|
|
2015
Q3 | $244K | Buy |
+2,750
| New | +$244K | 0.1% | 223 |
|
|
2015
Q1 | $264K | Hold |
2,750
| – | – | 0.08% | 240 |
|
|
2014
Q4 | $261K | Buy |
2,750
+1,050
| +62% | +$99.7K | 0.08% | 224 |
|
|
2014
Q3 | $149K | Buy |
1,700
+200
| +13% | +$17.5K | 0.05% | 300 |
|
|
2014
Q2 | $135K | Buy |
1,500
+550
| +58% | +$49.5K | 0.04% | 309 |
|
|
2014
Q1 | $80K | Hold |
950
| – | – | 0.03% | 329 |
|
|
2013
Q4 | $80K | Hold |
950
| – | – | 0.03% | 326 |
|
|
2013
Q3 | $71K | Buy |
+950
| New | +$71K | 0.03% | 318 |
|