Retirement Planning Group (Kansas)’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $317K | Sell |
889
-45
| -5% | -$16.1K | 0.01% | 255 |
|
2025
Q1 | $373K | Buy |
934
+42
| +5% | +$16.8K | 0.02% | 224 |
|
2024
Q4 | $320K | Buy |
892
+3
| +0.3% | +$1.08K | 0.02% | 230 |
|
2024
Q3 | $308K | Hold |
889
| – | – | 0.02% | 223 |
|
2024
Q2 | $261K | Hold |
889
| – | – | 0.02% | 209 |
|
2024
Q1 | $297K | Hold |
889
| – | – | 0.02% | 176 |
|
2023
Q4 | $259K | Buy |
889
+3
| +0.3% | +$873 | 0.02% | 158 |
|
2023
Q3 | $287K | Hold |
886
| – | – | 0.03% | 128 |
|
2023
Q2 | $306K | Hold |
886
| – | – | 0.03% | 127 |
|
2023
Q1 | $279K | Hold |
886
| – | – | 0.03% | 118 |
|
2022
Q4 | $266K | Hold |
886
| – | – | 0.03% | 117 |
|
2022
Q3 | $237K | Hold |
886
| – | – | 0.03% | 115 |
|
2022
Q2 | $239K | Buy |
+886
| New | +$239K | 0.03% | 99 |
|