Perigon Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
1,783
-65
| -4% | -$23.2K | 0.01% | 607 |
|
|
2025
Q1 | $738K | Buy |
1,848
+76
| +4% | +$30.3K | 0.02% | 523 |
|
|
2024
Q4 | $652K | Buy |
1,772
+52
| +3% | +$19.1K | 0.02% | 566 |
|
|
2024
Q3 | $595K | Buy |
1,720
+89
| +5% | +$30.8K | 0.02% | 560 |
|
|
2024
Q2 | $479K | Buy |
1,631
+129
| +9% | +$37.9K | 0.01% | 543 |
|
|
2024
Q1 | $501K | Buy |
1,502
+16
| +1% | +$5.34K | 0.02% | 538 |
|
|
2023
Q4 | $432K | Sell |
1,486
-82
| -5% | -$23.9K | 0.01% | 541 |
|
|
2023
Q3 | $508K | Sell |
1,568
-84
| -5% | -$27.2K | 0.02% | 443 |
|
|
2023
Q2 | $570K | Buy |
1,652
+78
| +5% | +$26.9K | 0.02% | 431 |
|
|
2023
Q1 | $496K | Sell |
1,574
-58
| -4% | -$18.3K | 0.03% | 398 |
|
|
2022
Q4 | $490K | Buy |
+1,632
| New | +$490K | 0.03% | 391 |
|
|
2021
Q2 | – | Sell |
-1,696
| Closed | -$390K | – | 511 |
|
|
2021
Q1 | $390K | Buy |
+1,696
| New | +$390K | 0.04% | 338 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 253 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 604 |
|
|
2017
Q3 | – | Sell |
-46
| Closed | -$6K | – | 643 |
|
|
2017
Q2 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 517 |
|