SeaCrest Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Hold |
1,352
| – | – | 0.05% | 325 |
|
|
2025
Q1 | $540K | Sell |
1,352
-42
| -3% | -$16.8K | 0.06% | 309 |
|
|
2024
Q4 | $501K | Buy |
1,394
+155
| +13% | +$55.7K | 0.05% | 335 |
|
|
2024
Q3 | $429K | Buy |
1,239
+27
| +2% | +$9.34K | 0.05% | 381 |
|
|
2024
Q2 | $356K | Sell |
1,212
-166
| -12% | -$48.7K | 0.04% | 411 |
|
|
2024
Q1 | $460K | Buy |
1,378
+22
| +2% | +$7.34K | 0.06% | 336 |
|
|
2023
Q4 | $393K | Sell |
1,356
-24
| -2% | -$6.95K | 0.05% | 368 |
|
|
2023
Q3 | $447K | Sell |
1,380
-48
| -3% | -$15.6K | 0.06% | 331 |
|
|
2023
Q2 | $493K | Sell |
1,428
-16
| -1% | -$5.52K | 0.06% | 324 |
|
|
2023
Q1 | $455K | Buy |
1,444
+110
| +8% | +$34.7K | 0.06% | 345 |
|
|
2022
Q4 | $400K | Sell |
1,334
-72
| -5% | -$21.6K | 0.06% | 376 |
|
|
2022
Q3 | $377K | Buy |
1,406
+21
| +2% | +$5.63K | 0.06% | 371 |
|
|
2022
Q2 | $374K | Buy |
1,385
+316
| +30% | +$85.3K | 0.05% | 414 |
|
|
2022
Q1 | $348K | Buy |
1,069
+147
| +16% | +$47.9K | 0.04% | 469 |
|
|
2021
Q4 | $277K | Hold |
922
| – | – | 0.03% | 539 |
|
|
2021
Q3 | $263K | Sell |
922
-7
| -0.8% | -$2K | 0.03% | 529 |
|
|
2021
Q2 | $222K | Sell |
929
-4
| -0.4% | -$956 | 0.03% | 613 |
|
|
2021
Q1 | $215K | Buy |
+933
| New | +$215K | 0.03% | 585 |
|
|
2019
Q2 | – | Sell |
-719
| Closed | -$123K | – | 588 |
|
|
2019
Q1 | $123K | Hold |
719
| – | – | 0.02% | 623 |
|
|
2018
Q4 | $105K | Sell |
719
-2
| -0.3% | -$292 | 0.02% | 646 |
|
|
2018
Q3 | $111K | Buy |
721
+32
| +5% | +$4.93K | 0.02% | 709 |
|
|
2018
Q2 | $95K | Buy |
689
+146
| +27% | +$20.1K | 0.02% | 737 |
|
|
2018
Q1 | $76K | Sell |
543
-188
| -26% | -$26.3K | 0.01% | 790 |
|
|
2017
Q4 | $98K | Buy |
+731
| New | +$98K | 0.02% | 722 |
|