Redwood 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 | $816K | Sell |
2,286
-31
| -1% | -$11.1K | 0.37% | 58 |
|
|
2025
Q1 | $925K | Sell |
2,317
-301
| -11% | -$120K | 0.47% | 49 |
|
|
2024
Q4 | $939K | Sell |
2,618
-13
| -0.5% | -$4.66K | 0.46% | 51 |
|
|
2024
Q3 | $910K | Sell |
2,631
-270
| -9% | -$93.4K | 0.45% | 53 |
|
|
2024
Q2 | $852K | Buy |
2,901
+1
| +0% | +$294 | 0.64% | 29 |
|
|
2024
Q1 | $968K | Hold |
2,900
| – | – | 1.03% | 26 |
|
|
2023
Q4 | $844K | Hold |
2,900
| – | – | 0.94% | 27 |
|
|
2023
Q3 | $940K | Hold |
2,900
| – | – | 1.1% | 21 |
|
|
2023
Q2 | $1M | Hold |
2,900
| – | – | 1.11% | 22 |
|
|
2023
Q1 | $914K | Hold |
2,900
| – | – | 1.04% | 24 |
|
|
2022
Q4 | $870K | Buy |
+2,900
| New | +$870K | 1.09% | 23 |
|