Valley Wealth Managers’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-886
| Closed | -$307K | – | 405 |
|
|
2024
Q3 | $307K | Buy |
886
+28
| +3% | +$9.69K | 0.02% | 174 |
|
|
2024
Q2 | $252K | Sell |
858
-77
| -8% | -$22.6K | 0.02% | 181 |
|
|
2024
Q1 | $312K | Buy |
935
+158
| +20% | +$52.7K | 0.02% | 176 |
|
|
2023
Q4 | $226K | Hold |
777
| – | – | 0.02% | 180 |
|
|
2023
Q3 | $252K | Buy |
777
+36
| +5% | +$11.7K | 0.02% | 173 |
|
|
2023
Q2 | $256K | Sell |
741
-5
| -0.7% | -$1.73K | 0.02% | 148 |
|
|
2023
Q1 | $235K | Sell |
746
-43
| -5% | -$13.6K | 0.02% | 153 |
|
|
2022
Q4 | $237K | Sell |
789
-66
| -8% | -$19.8K | 0.02% | 152 |
|
|
2022
Q3 | $229K | Hold |
855
| – | – | 0.02% | 157 |
|
|
2022
Q2 | $231K | Sell |
855
-306
| -26% | -$82.7K | 0.02% | 172 |
|
|
2022
Q1 | $378K | Buy |
1,161
+86
| +8% | +$28K | 0.03% | 141 |
|
|
2021
Q4 | $323K | Buy |
1,075
+127
| +13% | +$38.2K | 0.03% | 164 |
|
|
2021
Q3 | $271K | Buy |
+948
| New | +$271K | 0.02% | 162 |
|