River 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 | $256K | Sell |
718
-1
| -0.1% | -$357 | 0.03% | 187 |
|
|
2025
Q1 | $287K | Sell |
719
-8
| -1% | -$3.19K | 0.04% | 178 |
|
|
2024
Q4 | $261K | Buy |
727
+1
| +0.1% | +$359 | 0.03% | 190 |
|
|
2024
Q3 | $251K | Buy |
726
+10
| +1% | +$3.46K | 0.03% | 190 |
|
|
2024
Q2 | $210K | Hold |
716
| – | – | 0.03% | 188 |
|
|
2024
Q1 | $239K | Sell |
716
-99
| -12% | -$33K | 0.03% | 185 |
|
|
2023
Q4 | $237K | Buy |
815
+110
| +16% | +$32K | 0.04% | 188 |
|
|
2023
Q3 | $229K | Hold |
705
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $243K | Hold |
705
| – | – | 0.04% | 192 |
|
|
2023
Q1 | $222K | Sell |
705
-42
| -6% | -$13.2K | 0.04% | 195 |
|
|
2022
Q4 | $224K | Sell |
747
-27
| -3% | -$8.1K | 0.04% | 195 |
|
|
2022
Q3 | $207K | Sell |
774
-64
| -8% | -$17.1K | 0.04% | 191 |
|
|
2022
Q2 | $226K | Sell |
838
-25
| -3% | -$6.74K | 0.04% | 201 |
|
|
2022
Q1 | $281K | Buy |
863
+100
| +13% | +$32.6K | 0.04% | 198 |
|
|
2021
Q4 | $229K | Sell |
763
-14
| -2% | -$4.2K | 0.04% | 213 |
|
|
2021
Q3 | $222K | Buy |
+777
| New | +$222K | 0.04% | 207 |
|