Sugarloaf Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $48.8K | Hold |
136
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $47.1K | Hold |
136
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $39.9K | Hold |
136
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $45.4K | Hold |
136
| – | – | 0.01% | 300 |
|
|
2023
Q4 | $39.6K | Hold |
136
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $44.1K | Hold |
136
| – | – | 0.01% | 302 |
|
|
2023
Q2 | $46.9K | Hold |
136
| – | – | 0.01% | 298 |
|
|
2023
Q1 | $42.9K | Hold |
136
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $40.8K | Hold |
136
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $37K | Hold |
136
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $37K | Hold |
136
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $44K | Hold |
136
| – | – | 0.01% | 296 |
|
|
2021
Q4 | $41K | Hold |
136
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $39K | Hold |
136
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $32K | Hold |
136
| – | – | 0.01% | 331 |
|
|
2021
Q1 | $31 | Hold |
136
| – | – | 0.01% | 338 |
|
|
2020
Q4 | $29K | Hold |
136
| – | – | 0.01% | 323 |
|
|
2020
Q3 | $28K | Hold |
136
| – | – | 0.01% | 310 |
|
|
2020
Q2 | $26K | Hold |
136
| – | – | 0.01% | 317 |
|
|
2020
Q1 | $22K | Hold |
136
| – | – | 0.01% | 311 |
|
|
2019
Q4 | $28K | Buy |
+136
| New | +$28K | 0.01% | 318 |
|