United Capital 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 | $1.99M | Sell |
5,575
-441
| -7% | -$157K | 0.02% | 445 |
|
|
2025
Q1 | $2.4M | Buy |
6,016
+391
| +7% | +$156K | 0.02% | 388 |
|
|
2024
Q4 | $2.02M | Buy |
5,625
+520
| +10% | +$187K | 0.02% | 411 |
|
|
2024
Q3 | $1.77M | Buy |
5,105
+1,111
| +28% | +$384K | 0.01% | 442 |
|
|
2024
Q2 | $1.17M | Buy |
3,994
+305
| +8% | +$89.5K | 0.01% | 493 |
|
|
2024
Q1 | $1.23M | Sell |
3,689
-595
| -14% | -$199K | 0.01% | 517 |
|
|
2023
Q4 | $1.25M | Buy |
4,284
+1,134
| +36% | +$330K | 0.01% | 505 |
|
|
2023
Q3 | $1.02M | Buy |
3,150
+450
| +17% | +$146K | 0.01% | 508 |
|
|
2023
Q2 | $932K | Sell |
2,700
-391
| -13% | -$135K | 0.01% | 565 |
|
|
2023
Q1 | $974K | Sell |
3,091
-4,781
| -61% | -$1.51M | 0.01% | 582 |
|
|
2022
Q4 | $2.36M | Buy |
7,872
+112
| +1% | +$33.6K | 0.01% | 446 |
|
|
2022
Q3 | $2.08M | Buy |
7,760
+522
| +7% | +$140K | 0.01% | 468 |
|
|
2022
Q2 | $1.95M | Buy |
7,238
+301
| +4% | +$81.2K | 0.01% | 497 |
|
|
2022
Q1 | $2.26M | Sell |
6,937
-109
| -2% | -$35.5K | 0.01% | 489 |
|
|
2021
Q4 | $2.12M | Sell |
7,046
-531
| -7% | -$160K | 0.01% | 526 |
|
|
2021
Q3 | $2.17M | Sell |
7,577
-273
| -3% | -$78K | 0.01% | 508 |
|
|
2021
Q2 | $1.87M | Buy |
7,850
+155
| +2% | +$37K | 0.01% | 554 |
|
|
2021
Q1 | $1.77M | Sell |
7,695
-39
| -0.5% | -$8.98K | 0.01% | 532 |
|
|
2020
Q4 | $1.63M | Sell |
7,734
-1,173
| -13% | -$248K | 0.01% | 551 |
|
|
2020
Q3 | $1.84M | Sell |
8,907
-1,309
| -13% | -$270K | 0.01% | 521 |
|
|
2020
Q2 | $1.97M | Buy |
10,216
+3,233
| +46% | +$623K | 0.01% | 516 |
|
|
2020
Q1 | $1.15M | Sell |
6,983
-3,851
| -36% | -$635K | 0.01% | 598 |
|
|
2019
Q4 | $2.26M | Buy |
10,834
+3,803
| +54% | +$792K | 0.01% | 582 |
|
|
2019
Q3 | $1.36M | Sell |
7,031
-1,322
| -16% | -$256K | 0.01% | 657 |
|
|
2019
Q2 | $1.61M | Buy |
8,353
+1,741
| +26% | +$336K | 0.01% | 672 |
|
|
2019
Q1 | $1.13M | Sell |
6,612
-4,119
| -38% | -$703K | 0.01% | 739 |
|
|
2018
Q4 | $1.56M | Sell |
10,731
-454
| -4% | -$66K | 0.01% | 617 |
|
|
2018
Q3 | $1.72M | Sell |
11,185
-956
| -8% | -$147K | 0.01% | 644 |
|
|
2018
Q2 | $1.67M | Buy |
12,141
+1,941
| +19% | +$266K | 0.01% | 637 |
|
|
2018
Q1 | $1.43M | Sell |
10,200
-578
| -5% | -$81.1K | 0.01% | 680 |
|
|
2017
Q4 | $1.45M | Sell |
10,778
-606
| -5% | -$81.5K | 0.01% | 687 |
|
|
2017
Q3 | $1.66M | Sell |
11,384
-4,265
| -27% | -$623K | 0.01% | 625 |
|
|
2017
Q2 | $2.08M | Sell |
15,649
-3,389
| -18% | -$451K | 0.02% | 562 |
|
|
2017
Q1 | $2.26M | Buy |
19,038
+579
| +3% | +$68.7K | 0.02% | 531 |
|
|
2016
Q4 | $2.06M | Buy |
18,459
+5,787
| +46% | +$646K | 0.02% | 562 |
|
|
2016
Q3 | $1.43M | Buy |
12,672
+10,021
| +378% | +$1.13M | 0.01% | 679 |
|
|
2016
Q2 | $289K | Sell |
2,651
-530
| -17% | -$57.8K | ﹤0.01% | 1047 |
|
|
2016
Q1 | $332K | Buy |
3,181
+337
| +12% | +$35.2K | ﹤0.01% | 981 |
|
|
2015
Q4 | $262K | Sell |
2,844
-1,737
| -38% | -$160K | ﹤0.01% | 1051 |
|
|
2015
Q3 | $406K | Sell |
4,581
-243
| -5% | -$21.5K | ﹤0.01% | 961 |
|
|
2015
Q2 | $481K | Buy |
4,824
+245
| +5% | +$24.4K | 0.01% | 933 |
|
|
2015
Q1 | $441K | Buy |
4,579
+71
| +2% | +$6.84K | 0.01% | 942 |
|
|
2014
Q4 | $427K | Buy |
4,508
+290
| +7% | +$27.5K | 0.01% | 868 |
|
|
2014
Q3 | $370K | Buy |
+4,218
| New | +$370K | 0.01% | 877 |
|
|
2014
Q2 | – | Sell |
-7,724
| Closed | -$651K | – | 786 |
|
|
2014
Q1 | $651K | Buy |
7,724
+3,387
| +78% | +$285K | 0.01% | 583 |
|
|
2013
Q4 | $364K | Sell |
4,337
-5,288
| -55% | -$444K | 0.01% | 489 |
|
|
2013
Q3 | $717K | Sell |
9,625
-384
| -4% | -$28.6K | 0.02% | 391 |
|
|
2013
Q2 | $644K | Buy |
+10,009
| New | +$644K | 0.02% | 467 |
|