PDS Planning’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
1,519
+554
| +57% | +$198K | 0.04% | 221 |
|
|
2025
Q1 | $385K | Buy |
965
+113
| +13% | +$45.1K | 0.03% | 266 |
|
|
2024
Q4 | $306K | Buy |
852
+18
| +2% | +$6.47K | 0.03% | 289 |
|
|
2024
Q3 | $289K | Buy |
834
+3
| +0.4% | +$1.04K | 0.03% | 303 |
|
|
2024
Q2 | $244K | Sell |
831
-1
| -0.1% | -$294 | 0.02% | 313 |
|
|
2024
Q1 | $278K | Sell |
832
-2
| -0.2% | -$667 | 0.03% | 279 |
|
|
2023
Q4 | $243K | Sell |
834
-7
| -0.8% | -$2.04K | 0.03% | 286 |
|
|
2023
Q3 | $273K | Buy |
841
+25
| +3% | +$8.11K | 0.04% | 224 |
|
|
2023
Q2 | $282K | Buy |
816
+156
| +24% | +$53.9K | 0.04% | 229 |
|
|
2023
Q1 | $208K | Buy |
+660
| New | +$208K | 0.03% | 260 |
|