TD Private Client Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $965K | Sell |
2,704
-92
| -3% | -$32.8K | 0.02% | 371 |
|
|
2025
Q1 | $1.12M | Sell |
2,796
-270
| -9% | -$108K | 0.03% | 323 |
|
|
2024
Q4 | $1.1M | Buy |
3,066
+258
| +9% | +$92.7K | 0.03% | 338 |
|
|
2024
Q3 | $972K | Buy |
2,808
+999
| +55% | +$346K | 0.03% | 367 |
|
|
2024
Q2 | $531K | Buy |
1,809
+92
| +5% | +$27K | 0.02% | 427 |
|
|
2024
Q1 | $573K | Buy |
1,717
+449
| +35% | +$150K | 0.02% | 427 |
|
|
2023
Q4 | $369K | Sell |
1,268
-5,999
| -83% | -$1.75M | 0.01% | 478 |
|
|
2023
Q3 | $2.36M | Sell |
7,267
-3,299
| -31% | -$1.07M | 0.1% | 177 |
|
|
2023
Q2 | $3.65M | Sell |
10,566
-562
| -5% | -$194K | 0.16% | 141 |
|
|
2023
Q1 | $3.51M | Buy |
11,128
+886
| +9% | +$279K | 0.16% | 143 |
|
|
2022
Q4 | $3.07M | Sell |
10,242
-77
| -0.7% | -$23.1K | 0.15% | 148 |
|
|
2022
Q3 | $2.76M | Buy |
10,319
+3,264
| +46% | +$874K | 0.14% | 152 |
|
|
2022
Q2 | $1.9M | Sell |
7,055
-22
| -0.3% | -$5.93K | 0.09% | 212 |
|
|
2022
Q1 | $2.3M | Buy |
7,077
+6,184
| +692% | +$2.01M | 0.1% | 206 |
|
|
2021
Q4 | $268K | Sell |
893
-564
| -39% | -$170K | 0.01% | 502 |
|
|
2021
Q3 | $416K | Sell |
1,457
-144
| -9% | -$41.2K | 0.02% | 430 |
|
|
2021
Q2 | $382K | Buy |
1,601
+15
| +0.9% | +$3.58K | 0.02% | 442 |
|
|
2021
Q1 | $365K | Sell |
1,586
-398
| -20% | -$91.6K | 0.02% | 433 |
|
|
2020
Q4 | $419K | Buy |
1,984
+4
| +0.2% | +$845 | 0.02% | 400 |
|
|
2020
Q3 | $408K | Sell |
1,980
-11,055
| -85% | -$2.28M | 0.02% | 379 |
|
|
2020
Q2 | $2.51M | Buy |
+13,035
| New | +$2.51M | 0.15% | 154 |
|