Portside Wealth Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
10,628
-427
| -4% | -$152K | 0.56% | 45 |
|
|
2025
Q1 | $4.41M | Buy |
11,055
+9,302
| +531% | +$3.71M | 0.72% | 34 |
|
|
2024
Q4 | $630K | Sell |
1,753
-29
| -2% | -$10.4K | 0.1% | 196 |
|
|
2024
Q3 | $617K | Buy |
1,782
+174
| +11% | +$60.2K | 0.11% | 200 |
|
|
2024
Q2 | $472K | Sell |
1,608
-180
| -10% | -$52.8K | 0.09% | 222 |
|
|
2024
Q1 | $597K | Buy |
1,788
+347
| +24% | +$116K | 0.11% | 193 |
|
|
2023
Q4 | $419K | Sell |
1,441
-22
| -2% | -$6.4K | 0.08% | 227 |
|
|
2023
Q3 | $476K | Buy |
1,463
+26
| +2% | +$8.46K | 0.09% | 194 |
|
|
2023
Q2 | $496K | Buy |
+1,437
| New | +$496K | 0.09% | 198 |
|