Spire 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 | $112K | Sell |
314
-103
| -25% | -$36.7K | ﹤0.01% | 934 |
|
|
2025
Q1 | $166K | Sell |
417
-8
| -2% | -$3.19K | 0.01% | 868 |
|
|
2024
Q4 | $153K | Buy |
425
+14
| +3% | +$5.03K | ﹤0.01% | 895 |
|
|
2024
Q3 | $142K | Buy |
411
+1
| +0.2% | +$346 | ﹤0.01% | 819 |
|
|
2024
Q2 | $120K | Sell |
410
-9
| -2% | -$2.64K | ﹤0.01% | 845 |
|
|
2024
Q1 | $140K | Buy |
419
+4
| +1% | +$1.34K | ﹤0.01% | 891 |
|
|
2023
Q4 | $129K | Sell |
415
-118
| -22% | -$36.8K | ﹤0.01% | 923 |
|
|
2023
Q3 | $173K | Sell |
533
-279
| -34% | -$90.5K | 0.01% | 756 |
|
|
2023
Q2 | $280K | Sell |
812
-31
| -4% | -$10.7K | 0.01% | 627 |
|
|
2023
Q1 | $266K | Buy |
843
+546
| +184% | +$172K | 0.01% | 641 |
|
|
2022
Q4 | $89K | Buy |
297
+196
| +194% | +$58.7K | 0.01% | 786 |
|
|
2022
Q3 | $27K | Sell |
101
-984
| -91% | -$263K | ﹤0.01% | 1196 |
|
|
2022
Q2 | $293K | Buy |
1,085
+59
| +6% | +$15.9K | 0.01% | 641 |
|
|
2022
Q1 | $334K | Sell |
1,026
-561
| -35% | -$183K | 0.01% | 692 |
|
|
2021
Q4 | $477K | Buy |
1,587
+81
| +5% | +$24.3K | 0.01% | 719 |
|
|
2021
Q3 | $430K | Buy |
1,506
+957
| +174% | +$273K | 0.01% | 642 |
|
|
2021
Q2 | $131K | Sell |
549
-81
| -13% | -$19.3K | ﹤0.01% | 1090 |
|
|
2021
Q1 | $145K | Buy |
+630
| New | +$145K | ﹤0.01% | 1212 |
|