Tyler-Stone Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
5,491
+250
| +5% | +$89.2K | 0.32% | 63 |
|
|
2025
Q1 | $2.09M | Hold |
5,241
| – | – | 0.38% | 56 |
|
|
2024
Q4 | $1.88M | Hold |
5,241
| – | – | 0.33% | 58 |
|
|
2024
Q3 | $1.81M | Buy |
5,241
+2,622
| +100% | +$907K | 0.34% | 62 |
|
|
2024
Q2 | $769K | Hold |
2,619
| – | – | 0.32% | 59 |
|
|
2024
Q1 | $874K | Hold |
2,619
| – | – | 0.39% | 50 |
|
|
2023
Q4 | $762K | Hold |
2,619
| – | – | 0.38% | 56 |
|
|
2023
Q3 | $849K | Hold |
2,619
| – | – | 0.48% | 41 |
|
|
2023
Q2 | $904K | Buy |
+2,619
| New | +$904K | 0.51% | 41 |
|
|
2022
Q4 | $786K | Hold |
2,619
| – | – | 0.53% | 43 |
|
|
2022
Q3 | $702K | Sell |
2,619
-1,013
| -28% | -$272K | 0.54% | 40 |
|
|
2022
Q2 | $979K | Hold |
3,632
| – | – | 0.65% | 35 |
|
|
2022
Q1 | $1.18M | Hold |
3,632
| – | – | 0.65% | 36 |
|
|
2021
Q4 | $1.09M | Buy |
+3,632
| New | +$1.09M | 0.58% | 38 |
|