Transamerica Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-168
| Closed | -$67K | – | 567 |
|
|
2025
Q1 | $67K | Sell |
168
-210
| -56% | -$83.8K | 0.01% | 287 |
|
|
2024
Q4 | $136K | Buy |
+378
| New | +$136K | 0.01% | 243 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 592 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 430 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 379 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 401 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 408 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 747 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2015
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 717 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 778 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 778 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 627 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 586 |
|
|
2014
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 595 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 563 |
|
|
2013
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 550 |
|
|
2013
Q3 | $1K | Sell |
1
-538
| -100% | -$538K | ﹤0.01% | 553 |
|
|
2013
Q2 | $35K | Buy |
+539
| New | +$35K | 0.01% | 322 |
|