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