Provenance Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$1.2K | – | 426 |
|
|
2025
Q1 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $1.08K | Hold |
3
| – | – | ﹤0.01% | 485 |
|
|
2024
Q3 | $1.04K | Hold |
3
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $881 | Hold |
3
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 482 |
|
|
2023
Q4 | $873 | Buy |
3
+1
| +50% | +$291 | ﹤0.01% | 540 |
|
|
2023
Q3 | $648 | Buy |
+2
| New | +$648 | ﹤0.01% | 446 |
|