Sandy Cove 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 | $372K | Sell |
1,044
-50
| -5% | -$17.8K | 0.13% | 88 |
|
|
2025
Q1 | $437K | Buy |
1,094
+90
| +9% | +$35.9K | 0.18% | 72 |
|
|
2024
Q4 | $361K | Buy |
1,004
+34
| +4% | +$12.2K | 0.14% | 85 |
|
|
2024
Q3 | $336K | Sell |
970
-1,035
| -52% | -$358K | 0.14% | 84 |
|
|
2024
Q2 | $589K | Buy |
2,005
+135
| +7% | +$39.6K | 0.26% | 57 |
|
|
2024
Q1 | $624K | Buy |
1,870
+422
| +29% | +$141K | 0.29% | 55 |
|
|
2023
Q4 | $421K | Buy |
1,448
+112
| +8% | +$32.6K | 0.22% | 74 |
|
|
2023
Q3 | $433K | Buy |
1,336
+68
| +5% | +$22K | 0.25% | 67 |
|
|
2023
Q2 | $438K | Buy |
1,268
+2
| +0.2% | +$690 | 0.25% | 68 |
|
|
2023
Q1 | $399K | Buy |
1,266
+71
| +6% | +$22.4K | 0.29% | 56 |
|
|
2022
Q4 | $359K | Buy |
+1,195
| New | +$359K | 0.29% | 50 |
|