Sargent Investment Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
1,200
-9
| -0.7% | -$3.27K | 0.06% | 165 |
|
|
2025
Q1 | $483K | Buy |
1,209
+158
| +15% | +$63.1K | 0.08% | 145 |
|
|
2024
Q4 | $373K | Sell |
1,051
-66
| -6% | -$23.4K | 0.06% | 167 |
|
|
2024
Q3 | $386K | Sell |
1,117
-327
| -23% | -$113K | 0.07% | 141 |
|
|
2024
Q2 | $424K | Buy |
+1,444
| New | +$424K | 0.09% | 132 |
|