Stratos Wealth 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 | $546K | Hold |
1,530
| – | – | 0.03% | 435 |
|
|
2025
Q1 | $611K | Sell |
1,530
-29
| -2% | -$11.6K | 0.03% | 397 |
|
|
2024
Q4 | $560K | Sell |
1,559
-62
| -4% | -$22.3K | 0.03% | 445 |
|
|
2024
Q3 | $561K | Buy |
1,621
+56
| +4% | +$19.4K | 0.03% | 478 |
|
|
2024
Q2 | $460K | Buy |
+1,565
| New | +$460K | 0.02% | 490 |
|
|
2023
Q4 | – | Sell |
-745
| Closed | -$242K | – | 686 |
|
|
2023
Q3 | $242K | Buy |
+745
| New | +$242K | 0.02% | 579 |
|