U.S. Capital 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 | $1.11M | Buy |
3,105
+28
| +0.9% | +$9.99K | 0.03% | 408 |
|
|
2025
Q1 | $1.23M | Sell |
3,077
-615
| -17% | -$245K | 0.04% | 379 |
|
|
2024
Q4 | $1.33M | Buy |
3,692
+33
| +0.9% | +$11.9K | 0.04% | 384 |
|
|
2024
Q3 | $1.27M | Hold |
3,659
| – | – | 0.04% | 331 |
|
|
2024
Q2 | $1.07M | Buy |
+3,659
| New | +$1.07M | 0.04% | 334 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$60K | – | 679 |
|
|
2022
Q4 | $60K | Buy |
+200
| New | +$60K | ﹤0.01% | 842 |
|