Prestige Wealth Management 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 | $41.4K | Hold |
116
| – | – | 0.01% | 277 |
|
|
2025
Q1 | $46.3K | Sell |
116
-10
| -8% | -$3.99K | 0.01% | 259 |
|
|
2024
Q4 | $45.3K | Hold |
126
| – | – | 0.01% | 265 |
|
|
2024
Q3 | $43.6K | Hold |
126
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $37K | Sell |
126
-406
| -76% | -$119K | 0.01% | 250 |
|
|
2024
Q1 | $178K | Buy |
532
+6
| +1% | +$2K | 0.04% | 161 |
|
|
2023
Q4 | $153K | Sell |
526
-520
| -50% | -$151K | 0.03% | 152 |
|
|
2023
Q3 | $339K | Buy |
1,046
+546
| +109% | +$177K | 0.08% | 100 |
|
|
2023
Q2 | $173K | Buy |
500
+355
| +245% | +$123K | 0.04% | 156 |
|
|
2023
Q1 | $45.7K | Buy |
145
+5
| +4% | +$1.58K | 0.01% | 250 |
|
|
2022
Q4 | $42K | Buy |
140
+3
| +2% | +$900 | 0.01% | 271 |
|
|
2022
Q3 | $37K | Sell |
137
-8
| -6% | -$2.16K | 0.01% | 253 |
|
|
2022
Q2 | $39K | Buy |
145
+85
| +142% | +$22.9K | 0.01% | 259 |
|
|
2022
Q1 | $20K | Buy |
60
+15
| +33% | +$5K | ﹤0.01% | 347 |
|
|
2021
Q4 | $14K | Sell |
45
-10
| -18% | -$3.11K | ﹤0.01% | 429 |
|
|
2021
Q3 | $16K | Hold |
55
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $13K | Sell |
55
-4
| -7% | -$945 | ﹤0.01% | 422 |
|
|
2021
Q1 | $14K | Hold |
59
| – | – | ﹤0.01% | 400 |
|
|
2020
Q4 | $12K | Sell |
59
-224
| -79% | -$45.6K | ﹤0.01% | 419 |
|
|
2020
Q3 | $58K | Buy |
283
+142
| +101% | +$29.1K | 0.02% | 231 |
|
|
2020
Q2 | $27K | Buy |
141
+47
| +50% | +$9K | 0.01% | 293 |
|
|
2020
Q1 | $16K | Buy |
+94
| New | +$16K | 0.01% | 313 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$3K | – | 526 |
|
|
2018
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 695 |
|