TRUE Private Wealth 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 | $266K | Sell |
746
-23
| -3% | -$8.21K | 0.03% | 216 |
|
|
2025
Q1 | $307K | Sell |
769
-95
| -11% | -$37.9K | 0.04% | 180 |
|
|
2024
Q4 | $310K | Sell |
864
-14
| -2% | -$5.03K | 0.04% | 178 |
|
|
2024
Q3 | $304K | Sell |
878
-14
| -2% | -$4.85K | 0.04% | 168 |
|
|
2024
Q2 | $262K | Buy |
892
+11
| +1% | +$3.23K | 0.03% | 239 |
|
|
2024
Q1 | $294K | Buy |
881
+5
| +0.6% | +$1.67K | 0.03% | 233 |
|
|
2023
Q4 | $255K | Hold |
876
| – | – | 0.03% | 240 |
|
|
2023
Q3 | $284K | Buy |
876
+8
| +0.9% | +$2.6K | 0.04% | 201 |
|
|
2023
Q2 | $300K | Hold |
868
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $274K | Hold |
868
| – | – | 0.04% | 185 |
|
|
2022
Q4 | $261K | Buy |
868
+1
| +0.1% | +$300 | 0.04% | 178 |
|
|
2022
Q3 | $232K | Sell |
867
-4
| -0.5% | -$1.07K | 0.04% | 183 |
|
|
2022
Q2 | $235K | Hold |
871
| – | – | 0.03% | 195 |
|
|
2022
Q1 | $254K | Buy |
871
+3
| +0.3% | +$875 | 0.04% | 203 |
|
|
2021
Q4 | $261K | Buy |
868
+133
| +18% | +$40K | 0.04% | 217 |
|
|
2021
Q3 | $210K | Buy |
+735
| New | +$210K | 0.03% | 228 |
|
|
2021
Q2 | – | Sell |
-891
| Closed | -$205K | – | 238 |
|
|
2021
Q1 | $205K | Buy |
891
+156
| +21% | +$35.9K | 0.03% | 219 |
|
|
2020
Q4 | $155K | Hold |
735
| – | – | 0.03% | 222 |
|
|
2020
Q3 | $151K | Hold |
735
| – | – | 0.03% | 208 |
|
|
2020
Q2 | $141K | Buy |
+735
| New | +$141K | 0.03% | 205 |
|
|
2020
Q1 | – | Sell |
-835
| Closed | -$174K | – | 670 |
|
|
2019
Q4 | $174K | Buy |
+835
| New | +$174K | 0.03% | 233 |
|
|
2019
Q3 | – | Sell |
-883
| Closed | -$170K | – | 237 |
|
|
2019
Q2 | $170K | Buy |
+883
| New | +$170K | 0.03% | 210 |
|
|
2018
Q4 | – | Sell |
-1,058
| Closed | -$163K | – | 266 |
|
|
2018
Q3 | $163K | Buy |
+1,058
| New | +$163K | 0.02% | 292 |
|