SIA
Schechter Investment Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.55M | Buy |
8,907
+2,117
| +31% | +$845K | 0.29% | 69 |
|
|
2024
Q4 | $2.44M | Buy |
6,790
+139
| +2% | +$49.9K | 0.19% | 105 |
|
|
2024
Q3 | $2.3M | Buy |
6,651
+636
| +11% | +$220K | 0.17% | 110 |
|
|
2024
Q2 | $1.77M | Buy |
6,015
+795
| +15% | +$233K | 0.13% | 141 |
|
|
2024
Q1 | $1.74M | Buy |
5,220
+955
| +22% | +$319K | 0.13% | 149 |
|
|
2023
Q4 | $1.24M | Sell |
4,265
-1,034
| -20% | -$301K | 0.11% | 187 |
|
|
2023
Q3 | $1.72M | Sell |
5,299
-45
| -0.8% | -$14.6K | 0.17% | 125 |
|
|
2023
Q2 | $1.84M | Sell |
5,344
-106
| -2% | -$36.6K | 0.17% | 124 |
|
|
2023
Q1 | $1.72M | Buy |
5,450
+819
| +18% | +$258K | 0.16% | 134 |
|
|
2022
Q4 | $1.39M | Buy |
4,631
+142
| +3% | +$42.6K | 0.13% | 199 |
|
|
2022
Q3 | $1.2M | Buy |
4,489
+330
| +8% | +$88.4K | 0.12% | 222 |
|
|
2022
Q2 | $1.12M | Buy |
4,159
+56
| +1% | +$15.1K | 0.11% | 245 |
|
|
2022
Q1 | $1.34M | Buy |
4,103
+300
| +8% | +$97.7K | 0.12% | 206 |
|
|
2021
Q4 | $1.14M | Buy |
+3,803
| New | +$1.14M | 0.1% | 258 |
|