Sage Mountain 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 | $503K | Sell |
1,410
-91
| -6% | -$32.5K | 0.03% | 239 |
|
|
2025
Q1 | $599K | Sell |
1,501
-101
| -6% | -$40.3K | 0.04% | 192 |
|
|
2024
Q4 | $575K | Sell |
1,602
-321
| -17% | -$115K | 0.04% | 186 |
|
|
2024
Q3 | $665K | Buy |
1,923
+445
| +30% | +$154K | 0.06% | 157 |
|
|
2024
Q2 | $434K | Buy |
1,478
+117
| +9% | +$34.4K | 0.04% | 195 |
|
|
2024
Q1 | $454K | Buy |
1,361
+202
| +17% | +$67.4K | 0.05% | 174 |
|
|
2023
Q4 | $337K | Sell |
1,159
-12
| -1% | -$3.49K | 0.04% | 183 |
|
|
2023
Q3 | $380K | Buy |
1,171
+80
| +7% | +$25.9K | 0.05% | 149 |
|
|
2023
Q2 | $377K | Buy |
1,091
+31
| +3% | +$10.7K | 0.05% | 150 |
|
|
2023
Q1 | $334K | Buy |
+1,060
| New | +$334K | 0.05% | 157 |
|
|
2022
Q2 | – | Sell |
-691
| Closed | -$225K | – | 617 |
|
|
2022
Q1 | $225K | Sell |
691
-53
| -7% | -$17.3K | 0.04% | 438 |
|
|
2021
Q4 | $224K | Sell |
744
-40
| -5% | -$12K | 0.03% | 501 |
|
|
2021
Q3 | $224K | Buy |
+784
| New | +$224K | 0.03% | 415 |
|