RWA Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $280K | Buy |
784
+79
| +11% | +$28.2K | ﹤0.01% | 521 |
|
2025
Q1 | $281K | Buy |
705
+10
| +1% | +$3.99K | ﹤0.01% | 489 |
|
2024
Q4 | $250K | Buy |
+695
| New | +$250K | ﹤0.01% | 510 |
|
2018
Q3 | – | Sell |
-17
| Closed | -$2K | – | 252 |
|
2018
Q2 | $2K | Sell |
17
-27
| -61% | -$3.18K | ﹤0.01% | 741 |
|
2018
Q1 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 474 |
|