Sequoia Financial 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 | $4.75M | Buy |
13,304
+34
| +0.3% | +$12.1K | 0.03% | 286 |
|
|
2025
Q1 | $5.3M | Buy |
13,270
+207
| +2% | +$82.6K | 0.04% | 261 |
|
|
2024
Q4 | $4.69M | Buy |
13,063
+342
| +3% | +$123K | 0.05% | 259 |
|
|
2024
Q3 | $4.4M | Buy |
12,721
+5,101
| +67% | +$1.76M | 0.05% | 227 |
|
|
2024
Q2 | $2.24M | Sell |
7,620
-88
| -1% | -$25.8K | 0.03% | 302 |
|
|
2024
Q1 | $2.57M | Sell |
7,708
-1,210
| -14% | -$404K | 0.03% | 285 |
|
|
2023
Q4 | $2.6M | Buy |
8,918
+1,796
| +25% | +$523K | 0.03% | 304 |
|
|
2023
Q3 | $2.31M | Sell |
7,122
-20
| -0.3% | -$6.49K | 0.04% | 213 |
|
|
2023
Q2 | $2.47M | Sell |
7,142
-11
| -0.2% | -$3.8K | 0.04% | 213 |
|
|
2023
Q1 | $2.26M | Sell |
7,153
-146
| -2% | -$46K | 0.05% | 205 |
|
|
2022
Q4 | $2.19M | Buy |
7,299
+5,919
| +429% | +$1.78M | 0.05% | 195 |
|
|
2022
Q3 | $370K | Sell |
1,380
-473
| -26% | -$127K | 0.01% | 332 |
|
|
2022
Q2 | $500K | Buy |
1,853
+220
| +13% | +$59.4K | 0.01% | 324 |
|
|
2022
Q1 | $531K | Buy |
1,633
+937
| +135% | +$305K | 0.01% | 344 |
|
|
2021
Q4 | $209K | Buy |
+696
| New | +$209K | 0.01% | 543 |
|