Taylor Hoffman Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,350
| Closed | -$362K | – | 108 |
|
2022
Q3 | $362K | Sell |
1,350
-150
| -10% | -$40.2K | 0.19% | 94 |
|
2022
Q2 | $411K | Hold |
1,500
| – | – | 0.2% | 91 |
|
2022
Q1 | $488K | Hold |
1,500
| – | – | 0.2% | 88 |
|
2021
Q4 | $451K | Hold |
1,500
| – | – | 0.17% | 96 |
|
2021
Q3 | $437K | Hold |
1,500
| – | – | 0.19% | 94 |
|
2021
Q2 | $358K | Hold |
1,500
| – | – | 0.15% | 104 |
|
2021
Q1 | $345K | Hold |
1,500
| – | – | 0.16% | 105 |
|
2020
Q4 | $317K | Hold |
1,500
| – | – | 0.16% | 105 |
|
2020
Q3 | $309K | Hold |
1,500
| – | – | 0.18% | 103 |
|
2020
Q2 | $289K | Buy |
+1,500
| New | +$289K | 0.18% | 100 |
|
2020
Q1 | – | Sell |
-1,530
| Closed | -$319K | – | 121 |
|
2019
Q4 | $319K | Hold |
1,530
| – | – | 0.21% | 96 |
|
2019
Q3 | $296K | Hold |
1,530
| – | – | 0.21% | 96 |
|
2019
Q2 | $295K | Hold |
1,530
| – | – | 0.24% | 93 |
|
2019
Q1 | $261K | Hold |
1,530
| – | – | 0.19% | 103 |
|
2018
Q4 | $222K | Hold |
1,530
| – | – | 0.2% | 91 |
|
2018
Q3 | $235K | Hold |
1,530
| – | – | 0.19% | 96 |
|
2018
Q2 | $210K | Hold |
1,530
| – | – | 0.18% | 98 |
|
2018
Q1 | $215K | Hold |
1,530
| – | – | 0.2% | 94 |
|
2017
Q4 | $205K | Buy |
+1,530
| New | +$205K | 0.2% | 94 |
|