Stratos Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Sell |
2,557
-1,329
| -34% | -$474K | 0.01% | 721 |
|
|
2025
Q1 | $1.55M | Sell |
3,886
-1,013
| -21% | -$404K | 0.02% | 523 |
|
|
2024
Q4 | $1.76M | Buy |
4,899
+582
| +13% | +$209K | 0.02% | 513 |
|
|
2024
Q3 | $1.49M | Sell |
4,317
-632
| -13% | -$219K | 0.02% | 537 |
|
|
2024
Q2 | $1.45M | Buy |
4,949
+517
| +12% | +$152K | 0.02% | 531 |
|
|
2024
Q1 | $1.48M | Buy |
4,432
+180
| +4% | +$60.1K | 0.02% | 528 |
|
|
2023
Q4 | $1.24M | Buy |
4,252
+773
| +22% | +$225K | 0.02% | 549 |
|
|
2023
Q3 | $1.13M | Buy |
3,479
+7
| +0.2% | +$2.27K | 0.02% | 530 |
|
|
2023
Q2 | $1.2M | Buy |
3,472
+408
| +13% | +$141K | 0.03% | 481 |
|
|
2023
Q1 | $966K | Sell |
3,064
-420
| -12% | -$132K | 0.03% | 491 |
|
|
2022
Q4 | $1.05M | Sell |
3,484
-13
| -0.4% | -$3.9K | 0.03% | 495 |
|
|
2022
Q3 | $937K | Sell |
3,497
-190
| -5% | -$50.9K | 0.03% | 502 |
|
|
2022
Q2 | $995K | Buy |
3,687
+8
| +0.2% | +$2.16K | 0.03% | 518 |
|
|
2022
Q1 | $1.2M | Buy |
3,679
+301
| +9% | +$98K | 0.03% | 504 |
|
|
2021
Q4 | $1.02M | Buy |
3,378
+673
| +25% | +$202K | 0.02% | 554 |
|
|
2021
Q3 | $773K | Buy |
2,705
+28
| +1% | +$8K | 0.02% | 601 |
|
|
2021
Q2 | $639K | Buy |
2,677
+10
| +0.4% | +$2.39K | 0.02% | 695 |
|
|
2021
Q1 | $614K | Buy |
2,667
+42
| +2% | +$9.67K | 0.02% | 650 |
|
|
2020
Q4 | $555K | Sell |
2,625
-40
| -2% | -$8.46K | 0.02% | 639 |
|
|
2020
Q3 | $550K | Sell |
2,665
-428
| -14% | -$88.3K | 0.02% | 591 |
|
|
2020
Q2 | $596K | Buy |
+3,093
| New | +$596K | 0.02% | 533 |
|
|
2020
Q1 | – | Sell |
-3,004
| Closed | -$626K | – | 922 |
|
|
2019
Q4 | $626K | Buy |
3,004
+21
| +0.7% | +$4.38K | 0.02% | 529 |
|
|
2019
Q3 | $577K | Sell |
2,983
-31
| -1% | -$6K | 0.02% | 518 |
|
|
2019
Q2 | $582K | Sell |
3,014
-11
| -0.4% | -$2.12K | 0.03% | 515 |
|
|
2019
Q1 | $516K | Sell |
3,025
-29
| -0.9% | -$4.95K | 0.02% | 541 |
|
|
2018
Q4 | $444K | Hold |
3,054
| – | – | 0.02% | 544 |
|
|
2018
Q3 | $470K | Sell |
3,054
-7,805
| -72% | -$1.2M | 0.02% | 560 |
|
|
2018
Q2 | $1.49M | Buy |
10,859
+7,823
| +258% | +$1.07M | 0.07% | 280 |
|
|
2018
Q1 | $426K | Sell |
3,036
-50
| -2% | -$7.02K | 0.02% | 598 |
|
|
2017
Q4 | $414K | Hold |
3,086
| – | – | 0.02% | 572 |
|
|
2017
Q3 | $451K | Buy |
3,086
+2
| +0.1% | +$292 | 0.02% | 535 |
|
|
2017
Q2 | $410K | Buy |
3,084
+66
| +2% | +$8.77K | 0.02% | 521 |
|
|
2017
Q1 | $358K | Buy |
3,018
+22
| +0.7% | +$2.61K | 0.02% | 517 |
|
|
2016
Q4 | $334K | Buy |
2,996
+31
| +1% | +$3.46K | 0.02% | 489 |
|
|
2016
Q3 | $334K | Buy |
+2,965
| New | +$334K | 0.02% | 450 |
|
|
2016
Q2 | – | Sell |
-2,992
| Closed | -$313K | – | 624 |
|
|
2016
Q1 | $313K | Sell |
2,992
-20
| -0.7% | -$2.09K | 0.03% | 403 |
|
|
2015
Q4 | $278K | Sell |
3,012
-286
| -9% | -$26.4K | 0.02% | 441 |
|
|
2015
Q3 | $292K | Buy |
3,298
+285
| +9% | +$25.2K | 0.04% | 377 |
|
|
2015
Q2 | $300K | Sell |
3,013
-310
| -9% | -$30.9K | 0.04% | 371 |
|
|
2015
Q1 | $320K | Buy |
3,323
+19
| +0.6% | +$1.83K | 0.04% | 411 |
|
|
2014
Q4 | $313K | Buy |
3,304
+281
| +9% | +$26.6K | 0.06% | 346 |
|
|
2014
Q3 | $265K | Hold |
3,023
| – | – | 0.06% | 242 |
|
|
2014
Q2 | $273K | Buy |
+3,023
| New | +$273K | 0.09% | 242 |
|