Valeo 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 | $868K | Buy |
2,434
+171
| +8% | +$61K | 0.02% | 330 |
|
|
2025
Q1 | $903K | Buy |
2,263
+101
| +5% | +$40.3K | 0.03% | 279 |
|
|
2024
Q4 | $776K | Sell |
2,162
-39
| -2% | -$14K | 0.02% | 316 |
|
|
2024
Q3 | $761K | Buy |
2,201
+340
| +18% | +$118K | 0.02% | 314 |
|
|
2024
Q2 | $546K | Buy |
1,861
+135
| +8% | +$39.6K | 0.02% | 366 |
|
|
2024
Q1 | $533K | Sell |
1,726
-430
| -20% | -$133K | 0.02% | 362 |
|
|
2023
Q4 | $627K | Sell |
2,156
-275
| -11% | -$80K | 0.03% | 302 |
|
|
2023
Q3 | $788K | Buy |
2,431
+390
| +19% | +$126K | 0.04% | 241 |
|
|
2023
Q2 | $704K | Sell |
2,041
-253
| -11% | -$87.3K | 0.03% | 254 |
|
|
2023
Q1 | $723K | Buy |
2,294
+446
| +24% | +$141K | 0.03% | 264 |
|
|
2022
Q4 | $555K | Buy |
1,848
+541
| +41% | +$162K | 0.03% | 263 |
|
|
2022
Q3 | $350K | Sell |
1,307
-285
| -18% | -$76.3K | 0.02% | 305 |
|
|
2022
Q2 | $429K | Sell |
1,592
-189
| -11% | -$50.9K | 0.03% | 274 |
|
|
2022
Q1 | $580K | Buy |
1,781
+81
| +5% | +$26.4K | 0.03% | 287 |
|
|
2021
Q4 | $511K | Buy |
1,700
+39
| +2% | +$11.7K | 0.03% | 294 |
|
|
2021
Q3 | $475K | Buy |
1,661
+110
| +7% | +$31.5K | 0.03% | 300 |
|
|
2021
Q2 | $370K | Sell |
1,551
-160
| -9% | -$38.2K | 0.02% | 300 |
|
|
2021
Q1 | $394K | Buy |
1,711
+324
| +23% | +$74.6K | 0.02% | 306 |
|
|
2020
Q4 | $293K | Buy |
1,387
+6
| +0.4% | +$1.27K | 0.02% | 330 |
|
|
2020
Q3 | $285K | Sell |
1,381
-95
| -6% | -$19.6K | 0.02% | 254 |
|
|
2020
Q2 | $284K | Sell |
1,476
-54
| -4% | -$10.4K | 0.03% | 256 |
|
|
2020
Q1 | $292K | Sell |
1,530
-136
| -8% | -$26K | 0.03% | 228 |
|
|
2019
Q4 | $347K | Buy |
1,666
+274
| +20% | +$57.1K | 0.03% | 238 |
|
|
2019
Q3 | $270K | Buy |
1,392
+470
| +51% | +$91.2K | 0.03% | 240 |
|
|
2019
Q2 | $178K | Sell |
922
-63
| -6% | -$12.2K | 0.02% | 310 |
|
|
2019
Q1 | $168K | Buy |
985
+21
| +2% | +$3.58K | 0.02% | 314 |
|
|
2018
Q4 | $140K | Sell |
964
-32
| -3% | -$4.65K | 0.02% | 314 |
|
|
2018
Q3 | $156K | Sell |
996
-5
| -0.5% | -$783 | 0.02% | 313 |
|
|
2018
Q2 | $141K | Buy |
1,001
+7
| +0.7% | +$986 | 0.02% | 344 |
|
|
2018
Q1 | $139K | Buy |
994
+122
| +14% | +$17.1K | 0.02% | 301 |
|
|
2017
Q4 | $117K | Buy |
872
+151
| +21% | +$20.3K | 0.02% | 315 |
|
|
2017
Q3 | $105K | Buy |
+721
| New | +$105K | 0.02% | 283 |
|