RDFA
Ritter Daniher Financial Advisory’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
52
| – | – | ﹤0.01% | 234 |
|
|
2025
Q1 | $20.8K | Hold |
52
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $18.7K | Hold |
52
| – | – | 0.01% | 214 |
|
|
2024
Q3 | $18K | Hold |
52
| – | – | 0.01% | 210 |
|
|
2024
Q2 | $15.3K | Sell |
52
-18
| -26% | -$5.29K | ﹤0.01% | 211 |
|
|
2024
Q1 | $23.4K | Hold |
70
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $20.4K | Hold |
70
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $22.7K | Hold |
70
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $24.2K | Hold |
70
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $22.1K | Sell |
70
-43
| -38% | -$13.6K | 0.01% | 173 |
|
|
2022
Q4 | $33.9K | Buy |
113
+61
| +117% | +$18.3K | 0.02% | 164 |
|
|
2022
Q3 | $14K | Hold |
52
| – | – | 0.01% | 160 |
|
|
2022
Q2 | $14K | Hold |
52
| – | – | 0.01% | 151 |
|
|
2022
Q1 | $17K | Buy |
+52
| New | +$17K | 0.01% | 147 |
|