Personal CFO Solutions’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
5,403
-381
| -7% | -$136K | 0.36% | 51 |
|
|
2025
Q1 | $2.31M | Buy |
5,784
+2,510
| +77% | +$1M | 0.47% | 35 |
|
|
2024
Q4 | $1.18M | Sell |
3,274
-794
| -20% | -$285K | 0.23% | 89 |
|
|
2024
Q3 | $1.41M | Buy |
4,068
+215
| +6% | +$74.4K | 0.2% | 93 |
|
|
2024
Q2 | $1.13M | Sell |
3,853
-548
| -12% | -$161K | 0.17% | 113 |
|
|
2024
Q1 | $1.47M | Buy |
4,401
+59
| +1% | +$19.7K | 0.23% | 83 |
|
|
2023
Q4 | $1.26M | Sell |
4,342
-2,144
| -33% | -$624K | 0.22% | 87 |
|
|
2023
Q3 | $2.1M | Sell |
6,486
-3
| -0% | -$973 | 0.42% | 52 |
|
|
2023
Q2 | $2.24M | Buy |
6,489
+94
| +1% | +$32.4K | 0.45% | 47 |
|
|
2023
Q1 | $2.02M | Sell |
6,395
-85
| -1% | -$26.8K | 0.42% | 54 |
|
|
2022
Q4 | $1.94M | Buy |
6,480
+1,824
| +39% | +$547K | 0.41% | 49 |
|
|
2022
Q3 | $1.25M | Sell |
4,656
-1
| -0% | -$268 | 0.31% | 59 |
|
|
2022
Q2 | $1.26M | Sell |
4,657
-114
| -2% | -$30.7K | 0.29% | 59 |
|
|
2022
Q1 | $1.55M | Buy |
4,771
+660
| +16% | +$215K | 0.31% | 58 |
|
|
2021
Q4 | $1.24M | Sell |
4,111
-59
| -1% | -$17.7K | 0.23% | 90 |
|
|
2021
Q3 | $1.19M | Buy |
4,170
+415
| +11% | +$119K | 0.24% | 89 |
|
|
2021
Q2 | $897K | Buy |
3,755
+267
| +8% | +$63.8K | 0.18% | 114 |
|
|
2021
Q1 | $803K | Buy |
3,488
+8
| +0.2% | +$1.84K | 0.17% | 111 |
|
|
2020
Q4 | $735K | Sell |
3,480
-22
| -0.6% | -$4.65K | 0.18% | 109 |
|
|
2020
Q3 | $1K | Buy |
+3,502
| New | +$1K | 0.33% | 56 |
|