Simplicity Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
4,240
+2,276
| +116% | +$812K | 0.06% | 250 |
|
|
2025
Q1 | $784K | Buy |
1,964
+1,316
| +203% | +$525K | 0.06% | 281 |
|
|
2024
Q4 | $233K | Sell |
648
-10
| -2% | -$3.59K | 0.05% | 282 |
|
|
2024
Q3 | $228K | Sell |
658
-9,475
| -94% | -$3.28M | 0.02% | 450 |
|
|
2024
Q2 | $2.97M | Sell |
10,133
-823
| -8% | -$242K | 0.07% | 276 |
|
|
2024
Q1 | $3.66M | Buy |
+10,956
| New | +$3.66M | 0.09% | 235 |
|